1. TaskRay
  2. TaskRay Support Guide
  3. Installation

Install TaskRay

Install TaskRay [Admin]

  1. In the AppExchange, navigate to the TaskRay listing.
  2. Click Get It Now. 
    appexchange_get_it_now.png
  3. You will be prompted to select where you want to install the package. Select between Install in Production and Install in Sandbox. 
    sandbox_production_install.png
  4. In the Confirm Installation Details prompt, review the information and check the I have read and agree to the terms and conditions checkbox.
  5. Click Confirm and Install.
  6. You will be taken to the login screen. Enter your Salesforce username and password and click Log In.
  7. On the next page, select the type of users that you want to install TaskRay for:
    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles
      Best Practice Tip
      We strongly recommend selecting Install for Admins Only. Selecting this option will simplify managing user access and permissions.
  8. Click Install.

 

Next Step

Once TaskRay is installed in your org, your next step is to Assign Permission Sets to the designated users.