Onboarding is our specialty.

As the leader in Customer Onboarding in Salesforce, we know how important it is for our customers to get off to the right start with TaskRay. Many of our customers feel comfortable getting TaskRay up and running on their own with the help available on our world-class support site. But for those who want a little more assistance, we offer two feature-filled onboarding plans—Premier and Enterprise.

Here’s a quick look at what both plans offer: 


Introduction Session
Our onboarding team will meet with you to make sure we’re all on the same page and understand your goals for TaskRay.

  30 minutes   30 minutes

Project Consultation
Our onboarding team will meet with you to review your process and requirements for project setup and structure.

    2 hours

Configuration Sessions
Our onboarding team will work with you to ensure a successful TaskRay configuration.

  1 hour   2 hours

TaskRay Training Strategy
Our onboarding team will work with you to determine the best training strategy for your team.

  1 hour   1 hour
COST   $750   $1,750


  1. All meetings will take place on the phone or via Zoom.

  2. Both plans require the customer to review and complete assigned tasks in TaskRay Onboarding Community. 

  3. Onboarding must be completed within 60 days after start date.

Ongoing Support

You can rely on our always-free Standard Support Plan for continued support after onboarding. We also offer a more comprehensive Platinum Support Plan for those who require a little more assistance. For more information, please speak with your Account Executive,

Salesforce Consulting

We don’t handle build-outs or offer Salesforce/business process consulting, but we do have a number of trusted partners that can engage with you on a specific project or an ongoing basis.

Some examples of what we are unable to handle during the TaskRay onboarding process:

  • Configuration within your Salesforce org

  • Building or customizing reports and dashboards 

  • Custom Apex not packaged with the TaskRay application

  • Custom Flow and Process Builder Solutions not related to the TaskRay Application

  • Training and guidance specifically on Salesforce automation tools

  • Integrations with applications outside of our official integrations

If you have questions or need help choosing an implementation partner, please feel free to reach out to your Account Executive.

Need help deciding which plan is right for you?

If you’re not sure which plan is right for you, we highly recommend speaking with your Account Executive to explore the best way to onboard TaskRay so you can start creating first-class onboarding experiences for your customers.