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 may 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 the Visualforce + Tabs or Napili templates. Please note in the Visualforce + Tabs (Salesforce Classic) template, you will not be able to use TaskRay Lightning components in your Community. Napili offers powerful customization options including a selection of Lightning components to make a community unique to your customers.
How do I set-up a TaskRay Community?
While it is possible to build a community from scratch, we offer a TaskRay Quick Start option to get you up and running quickly. The Quick Start package will build a TaskRay-specific community using the Napili template. Simply follow the Quick Start instructions to get started.
Which Salesforce license types can I use with TaskRay in Communities?
TaskRay is compatible with Customer Community Plus, Partner Community, and Employee Community license types.
Can I use the Customer Communities (not Plus) license type?
No. TaskRay is not compatible with the base Customer Community license type. In a Customer Community, the minimum required license is Customer Community Plus. The base Customer Community license does not provide access to Apex Data Sharing, which TaskRay relies upon to assign permissions to projects and tasks.
Can I use Sharing Sets in a TaskRay Community?
We do not recommend the use of Sharing Sets with TaskRay. Using Customer Community Plus licenses with project privacy (Apex Data Sharing) offers more robust functionality. Sharing Sets require a lookup to account or contact on every object to function with Customer Communities licenses. While adding a related lookup can be straight forward on Project and Task, it becomes more complex on “behind the scenes” objects in TaskRay. Sharing Sets are not supported functionality.
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?
A community user by default does not have view access to projects. In order to add a community user to a project, first an administrator should establish private org-wide defaults on the TaskRay Project and Tasks objects. Project managers and users will be able to add Community users to a project team. This will give the 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.
What permission sets need to be applied for communities users?
We recommend applying the TaskRay - 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 - 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 change.
Is TaskRay in Communities available as a Lightning Community (Lightning Bolt) Template?
We are very excited about the new Lightning community templates feature! However, at this time we have identified gaps in functionality between our existing quick start package and the new template functionality.