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TaskRay Highlight: External Sharing

TaskRay Highlight: External Sharing

It’s become more important now than ever to keep your customers and external stakeholders informed of project progress and updates. This is a crucial component of customer onboarding, as it’s essential to keep everyone in the loop in order for a project to be successful.

Measuring Success: Dashboards, Reports & More!

Measuring Success: Dashboards, Reports & More!

How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.

Custom Permission Sets, The Easy Way

Custom Permission Sets, The Easy Way

When Salesforce introduced Permission Set Groups in their Spring 2020 release, we all jumped for joy because creating and maintaining custom permission sets for TaskRay got exponentially easier. In this post, we’ll show you how.