Install TaskRay [Admin]
- In the AppExchange, navigate to the TaskRay Customer Onboarding for Salesforce listing.
- Click Get It Now.
- You will be prompted to select where you want to install the package. Select between Install in Production and Install in Sandbox.
- In the Confirm Installation Details prompt, review the information and check the I have read and agree to the terms and conditions checkbox.
- Click Confirm and Install.
- You will be taken to the login screen. Enter your Salesforce username and password and click Log In.
- 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
Note: We recommend selecting Install for Admins Only because it will be easier to manage access for users using permission sets in the long term.
- Click Install.
Once TaskRay is installed in your org, your next step is to Assign Permission Sets to the designated users.