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:
- Drives post-sale automation in Salesforce where teams are already closing deals
- Allows teams to collaborate internally and with external customers/clients
- Provides seamless data integration with Salesforce and other solutions such as Quip
TaskRay Overview Video
This short video provides an overview of TaskRay and just a few of the things you can do with this powerful app.
For correct results, install the packages in order. If you need any assistance, please contact us at firstname.lastname@example.org.
1. Install TaskRay Base Package
Note: You must install TaskRay first and select Install for Admins to successfully install the TaskRay SDO.
Click here to go the Salesforce Appexchange and download the TaskRay app.
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.
3. Install Lightning Components
The next step is to install the TaskRay Lightning components.
4. Install Quip Live App
The last step is to install Quip.
How to Demo
This video will show you how to demonstrate a customer onboarding solution with TaskRay in your SDO.