Note: This feature is available to the following product editions:
- Standard
- Premium
TaskRay can be used with Salesforce Communities to provide access to external users like customers, partners, or vendors. TaskRay can be included in a brand new Salesforce Community by using the TaskRay Customer Onboarding Community Template, or it can be included in an existing Community by adding TaskRay components to Community Pages.
Requirements for Using TaskRay in Salesforce Communities
- Requires TaskRay Standard Edition or above
- Requires Salesforce Enterprise Edition or above
- Community Users must have a Salesforce Community License
- Community Users must have a TaskRay License