TaskRay is compatible with Salesforce Professional, Enterprise and Unlimited Editions.
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.