What is TaskRay?

TaskRay is the LEADING CUSTOMER ONBOARDING solution IN SALESFORCE

As a native app, TaskRay is a powerful extension of the Salesforce platform:

  1. Drives post-sale automation in Salesforce where teams are already closing deals

  2. Allows teams to collaborate internally and with external customers/clients

  3. Provides seamless data integration with Salesforce and other solutions such as Quip


TaskRay Overview Video

This video provides an overview of TaskRay.


Installation Instructions

For correct results, install the packages in order. If you need any assistance, please contact us at sdo@taskray.com.

Note: You must install TaskRay first and select Install for Admins to successfully install the TaskRay SDO.


2. Install TaskRay SDO Package

The TaskRay SDO package includes everything you need to demonstrate TaskRay in your SDO.  After installing the package, navigate to the *TaskRay SDO* tab in your SDO to complete the setup process. TaskRay is set up in less than 3 minutes


How to Demo

This video will show you how to demonstrate a customer onboarding solution with TaskRay in your SDO.


Helpful Resources


Why not just use Milestones PM that is already in my SDO?

Besides the fact that TaskRay is set up in less than 3 minutes, here are some other compelling reasons.