1. TaskRay
  2. TaskRay Guide
  3. Installation

Pre-Installation and Considerations

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:

  • Group
  • Personal
  • Contact Manager

 Additionally, TaskRay works with Salesforce Shield and in Salesforce Government Cloud. 

Note: If you choose to first install TaskRay in a sandbox for testing purposes, keep in mind that all sandbox users will automatically have access to the app. However, once you install TaskRay in production, any user that needs access to TaskRay (including read-only access) will need a designated TaskRay license. This does not apply if you are on the 2-week free trial.

 

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.

  1. From Setup, navigate to:
    1. Lightning: Feature Settings | Chatter | Chatter Settings.
    2. Classic: Customize | Chatter | Settings.
  2. Click Edit.
  3. Under Chatter Settings, select the Enable checkbox.
  4. Click Save.

 

 

Chatter Feed Tracking on TaskRay Objects

By default, when TaskRay is installed in your org, Chatter Feed Tracking will be enabled on the following TaskRay objects: TaskRay Project, TaskRay Task Group, and TaskRay Task. It is required to keep feed tracking enabled on those objects.

Note: Having Chatter Feed Tracking enabled is a "behind-the-scenes" setting, although it does allow for tracking field updates as well. You can read more about Chatter Feed Tracking and how to track field changes here.

 

TaskRay Footprint

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.  

 

Browser Compatibility

TaskRay has been tested on most major browsers.

TaskRay supports Chrome, Safari, Firefox, and Microsoft Edge.