Salesforce Digital Experience Sites 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 Digital Experience Site so that external users can access the application and participate in projects. TaskRay components can be added to Site Pages to provide the desired level of access to the application for Digital Experience 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 - Digital Experience users require a TaskRay license in order to use TaskRay in a Digital Experience Site.
Yes - Digital Experience 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 Digital Experience Users, but you can also use the TaskRay External - Read Only Permission Set to provide more restrictive access.
If a Digital Experience 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 Digital Experience 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 Digital Experience Site. The template includes several Site Pages pre-configured with TaskRay Lightning Components to provide a starting point for administrators to incorporate TaskRay in a new Digital Experience Site.
Yes - with Internal Only Tasks, you can hide specific TaskRay Tasks from Digital Experience Users.