New Feature Alert! These features are part of the March 2022 Release and will be available in Sandboxes and on the AppExchange on March 19. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on April 9.
Note: This feature is available to the following product editions:
- Standard
- Premium
Additionally, this feature utilizes Salesforce Sites functionality, which is available to Enterprise and Unlimited editions of Salesforce.
Register Salesforce Site Domain [Admin]
The first thing that you will need to do for setting up Salesforce Sites is register a Salesforce domain. If you have already done this, you can skip to the next section of this article.
- From Setup, navigate to:
- Lightning: User Interface | Sites and Domains | Sites.
- Classic: Build | Develop | Sites.
- In the box at the bottom of the page, enter a domain name and click on Check Availability. If it is not available, enter a new domain name.
- If it is available, select the I have read and accepted the Salesforce Sites Terms of Use checkbox.
- Click on Register My Salesforce Site Domain.
Create New Salesforce Site [Admin]
After your domain is deployed, the next thing that you need to do is create a new site for sharing TaskRay projects.
- If you are not already on that page, from Setup, navigate to:
- Lightning: User Interface | Sites and Domains | Sites.
- Classic: Build | Develop | Sites.
- In the Sites section at the bottom of the page, click New.
- Enter a Site Label (i.e. "TaskRay Public Dashboard").
- The Site Name should automatically generate based on the label that you enter.
- [Optional] Enter a Site Description.
- If necessary, change the Site Contact.
- Enter Default Web Address (i.e. projectstatus).
- Select Active Site Home Page by clicking on the lookup icon next to the field. In the window that comes up, select trtaskboard.
- Make sure that the Require Secure Connections (HTTPS) checkbox is checked.
- Click Save.
- On the Site Details page, click Activate.
