Salesforce Communities are branded spaces for your customers, partners, and/or employees to connect and collaborate, similar to an online portal.
TaskRay can be used in a Salesforce Community so that external users can access the application and participate in projects. TaskRay components can be added to Community Pages to provide the desired level of access to the application for Community Users.
TaskRay Standard or Premium Edition is required to use TaskRay in a Salesforce Community. Full details about the features in each TaskRay Product Edition are available here.
TaskRay is compatible with Customer Community, Customer Community Plus, Partner Community, Lightning External Apps, and Lightning External Apps Plus license types.
Yes - Community users require a TaskRay license in order to use TaskRay in a Community.
Yes - Community Users will require access to TaskRay objects, and the easiest way to ensure that access is by assigning them a TaskRay Permission Set. We recommend using the TaskRay External - Standard Access Permission Set for Community Users, but you can also use the TaskRay External - Read Only Permission Set to provide more restrictive access.
If a Community User has a TaskRay license and Permission Set (or equivalent access to TaskRay objects), they can be added to a TaskRay Project as a Team Member. Once the Community User is part of the TaskRay Project Team, they can be assigned to tasks and participate in the project.
The TaskRay Customer Onboarding Community Template is a pre-built Lightning Community Template that can be used to accelerate the process of deploying TaskRay in a Salesforce Community. The template includes several Community Pages pre-configured with TaskRay Lightning Components to provide a starting point for administrators to incorporate TaskRay in a new Community.
Yes - with Internal Only Tasks, you can hide specific TaskRay Tasks from Community Users.