Salesforce Admins will love TaskRay's unique ability to help them manage, prioritize, and collaborate on inbound Salesforce Requests.

Our Admin Success in Salesforce use case recipe includes detailed visual and written instructions on how to:

  • Set-up an inbox to get control of inbound requests.
  • Visualize your workflow with TaskRay's KANBAN board.
  • Communicate your progress with process builder alerts.
  • Build a repeatable change management process with templates and checklists.

Download your Recipe for Success with step-by-step instructions for Admin Success in Salesforce!