Note: This feature is available to the following product editions:
Additionally, this feature utilizes Salesforce Sites functionality, which is available to Enterprise and Unlimited editions of Salesforce.
Add Fields to Project Page Layouts [Admin]
The final step in setting up the TaskRay Customer Onboarding Feedback Flow is to add two required fields to the TaskRay Project Page Layout. The Generate Onboarding Feedback Form and Onboarding Feedback Form Link fields are necessary in order to generate and share links with customers to capture their feedback.
To add the fields to the TaskRay Project Page Layout:
- From Setup, navigate to:
- Lightning: Objects and Fields | Object Manager | TaskRay Project
- Classic: Create | Objects | TaskRay Project
- Click Page Layouts.
- Select the page layout where you'd like to add the fields.
- Move the Generate Onboarding Feedback Form and Onboarding Feedback Form Link fields onto the page layout.
- Click Save.