What is a Community?
Salesforce Communities are branded spaces (online portals) for your employees, customers, and/or partners to connect. You can customize and create communities to meet your business needs, then transition seamlessly between them. With TaskRay in Communities, you can increase productivity by sharing your project management process with vendors, distributors, customers, and clients who aren’t on Salesforce.
Can I add external contributors (e.g. my customers or partners) to a project in TaskRay?
Yes! With TaskRay in Communities, you can create an online portal for your customers and vendors to access their projects, view status, and work on any tasks assigned to them. TaskRay in Communities requires your customers and vendors to be assigned a Salesforce Communities license in addition to a TaskRay license.
Which Communities templates does TaskRay support?
TaskRay may be used in Lightning or Classic Communities. Please note in the Visualforce + Tabs (Salesforce Classic) template, you will not be able to use TaskRay Lightning components in your Community. Lightning Communities offers powerful customization options including a selection of Lightning components to make a community unique to your customers.
Which Salesforce license types can I use with TaskRay in Communities?
TaskRay is compatible with Customer Community, Customer Community Plus, Partner Community, Lightning External Apps, and Lightning External Apps Plus license types.
Can I use the Customer Communities (not Plus) license type?
Yes, TaskRay is compatible with the Customer Community license type. Please see the Add TaskRay Community Members article for more information.
Can I use Sharing Sets in a TaskRay Community?
Yes, Sharing Sets are compatible with TaskRay for use with Customer Community licenses.
Do I need TaskRay licenses for Communities users?
Yes. In order to view or edit TaskRay data, it is required to have a TaskRay license. This is applicable for any user type, internal or external.
What is the pricing of a TaskRay Communities licenses?
TaskRay license costs are the same regardless of license type. Our current pricing is sold on a per user subscription basis. Contact Sales with your requirements and we would be happy to provide a customized quote.
Can I purchase a read only TaskRay license type?
We do not offer a read only license type at this time. However, it is possible to create a read-only environment for users with a TaskRay license using the TaskRay Read Only permission set.
How much does a Communities license cost?
Please contact your Salesforce Account Executive to inquiry about current pricing and to purchase Communities licenses. Pricing for communities is available on a per login or monthly subscription basis. TaskRay will work with either pricing structure.
How do permissions for external users work in TaskRay in Communities?
By default, a community user does not have access to TaskRay Projects. In order to add a community user to a project, an administrator should first establish private org-wide default sharing settings on the TaskRay Project and Task objects. Project owners and team members will be able to add Community users to a project team. This will give the Community user visibility to the project and any tasks within the project. While the standard TaskRay configuration typically defaults projects to publicly visible, we recommend administrators change the Privacy Default to Private when Communities are enabled. Tasks can also be marked as Internal Only to restrict a Community User's access to specific Tasks in a given project.
What permission sets need to be applied for communities users?
We recommend applying the TaskRay External - Standard Access permission set to communities users. This will provide them with read and write access to the projects visible for them. If you would prefer more granular permissions, we recommend applying the TaskRay External - Read Only permission set. This will provide your users a starting point for viewing all TaskRay data, then specific permissions can be added based on a custom permission set or profile.