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Say Hello to Easy, Error-Free Data Migration

Free Up Resources and Test Changes Before You Commit

The Template Migration feature makes it easy to build and test templates in sandbox environments before moving them over to production. Historically, data migration across Salesforce environments is known to be a tedious and error-prone process that takes up a lot of time. But with Template Migration, the process is as simple as a few clicks of a button.

Available with

Premium

Plans

Effortlessly adjust complex templates with Template Migration

Allow onboarding teams to provide feedback and see continuous improvements on the projects they manage when onboarding new customers.

Quickly and easily update templates across project teams

Easily iterate with software updates or external factors that impact the product or service.

Seamless integration with SalesForce. Super customizable. Great Customer Service. Very easy to build templates and course-correct on the fly.

Adam D. Segal

Director of Customer Solution Consulting at Namogoo

TaskRay helps manage our time, tasks and projects in a simple, yet effective manner. I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver!

Brandon Lechner

Delivery Operations Manager at Kicksaw

We always recommend TaskRay where applicable. For companies that have the types of processes supported by TaskRay, we heartily recommend the app. Really well designed with excellent documentation and top notch customer support.

Steve Chipman

Marketer at CRM Switch

Standardization = Greater Efficiencies

Best for

Template Managers

Admins

End Users

Empower Employees

Template managers can test, update, and manage templates without needing admin access or to engage outside teams.

Eliminate Error

By automating migration, you’ll eliminate the tedious manual processes that take up loads of time and the risk of introducing errors.

Support Best Practices

Test template changes before you commit without impacting real data—and make those changes easy to implement once they’re ready to go.

Maximize Resources

You’ll no longer need to engage multiple teams just to migrate data, and you’ll save time by continuously making improvements to existing templates as well.

Greater Employee Satisfaction

Classic data migration is extremely tedious and time-consuming. Template Migration ends the frustrating cycle.

Happier Customers

By increasing agility when it comes to template improvements, you’ll decrease customer churn as projects become more efficient.

Relevant Resources

How to Improve Your Onboarding Program Though TaskRay’s Template Performance

Feature Highlight: Template Migration

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features.

Learn more about Template Migration

Learn more about Migrating External Data into TaskRay

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