Salesforce Edition Compatibility
TaskRay is compatible with Salesforce Enterprise and Unlimited Editions.
We are also compatible with the following editions of Salesforce that are no longer sold, but customers might still be on:
- Performance Edition
We are not compatible with Salesforce Easy (formerly Essentials) and Professional Editions.
We are also not compatible with the following editions of Salesforce that are no longer sold, but customers might still be on:
- Contact Manager
Additionally, TaskRay works with Salesforce Shield and in Salesforce Government Cloud.
Enable Chatter [Admin]
TaskRay requires that Chatter be enabled in your Salesforce instance prior to installation. To learn more about Chatter, visit http://www.salesforce.com/chatter.
- From Setup, navigate to:
- Lightning: Feature Settings | Chatter | Chatter Settings.
- Classic: Customize | Chatter | Settings.
- Click Edit.
- Under Chatter Settings, select the Enable checkbox.
- Click Save.
TaskRay will install custom objects, custom settings, Visualforce tabs and custom object tabs. TaskRay is a managed package app and, therefore, in most cases these tabs and objects will not count against your quota with Salesforce.
TaskRay has been tested on most major browsers.
TaskRay supports Chrome, Safari, Firefox, and Microsoft Edge.