TaskRay customers are responsible for installation and configuration of TaskRay in their Salesforce instance and for setting visibility and access rights, including:
As a native Salesforce application TaskRay can take advantage of Salesforce customizations and automations. Our practice is to package common automations to give our customers a general solution or a starting point for a more customized solution. For more information, please visit our support site.
TaskRay leverages several optional features that can be configured by the customer’s internal Salesforce Admin team:
Invocable Apex Actions: TaskRay provides several invocable apex actions that can be called from Process Builders and Flows. For example, you can utilize an action to create deep clones of a project template to ensure it is scheduled correctly based upon the template and dates derived from the object triggering the clone (commonly the Opportunity Close data in Salesforce).
Process Builder: TaskRay suggests leveraging process builders as a declarative tool to clone projects as well as to perform simple data updates in custom scenarios. Customers are required to configure these process builders using best practices provided by TaskRay.
Flow: TaskRay may suggest that customers leverage flows as a declarative tool to clone more complex project templates or for scenarios requiring a project to be “Stitched” together from a variety of templates. Flows may also be prescribed for customers to perform more advanced automations for custom scenarios. Customers are required to configure these flows using best practices provided by TaskRay.
Apex: TaskRay-provided global Apex methods are called directly from Apex code written in customer orgs. This is only suggested in the most complex scenarios and it is the customer’s responsibility to develop this apex code as well as test cases to ensure the code will be performant and successful.
Public Sites: TaskRay provides an optional feature called “External Sharing” which utilizes Salesforce public site technology to allow customers to provide a direct link to a live “Plan View”. This feature allows you to provide a link to projects opted into “External Sharing” to your customers, allowing for a real time view of their projects. This optional feature leverages public sites and will provide public access to a subset of your TaskRay data.
Communities: TaskRay supports Salesforce Communities to allow your customers to log directly into a TaskRay Salesforce organization and participate fully in TaskRay projects. TaskRay Community setup mimics the Salesforce Community setup with some additional steps required for exposing TaskRay components to the Community. Customers are required to configure these communities using best practices provided by TaskRay.
Custom Fields and Objects: TaskRay supports the creation and linking of custom fields and objects to TaskRay Objects to support custom scenarios. Customers are required to configure these fields and objects using best practices provided by TaskRay.
Validation Rules: TaskRay supports the creation of custom Salesforce validation rules. These validation rules are created to support custom business logics. Customers are required to configure these validation rules using best practices provided by TaskRay.
TaskRay’s native app architecture allows customers to expose TaskRay information via Salesforce APIs. This allows customers to utilize existing Salesforce API connections, middleware, data backup, and data visualization tools with TaskRay data.
TaskRay has an optional feature which allows customers to connect TaskRay to their Slack workspace. This customization can expose TaskRay data to any user within your Slack workspace and allows customers to create tasks and display progress on TaskRay projects directly within Slack. Customers are required to configure this integration using best practices provided by TaskRay.
Customers are required to ensure any other connections to their Salesforce org which may be utilizing TaskRay data are appropriately configured. To ensure your TaskRay implementation is optimized for your specific use case, we provide documentation as well as guidance to your Salesforce administration team.
TaskRay user account management mirrors Salesforce user account management. In order to use TaskRay, a user must be configured in Salesforce and have the license and permissions specified above configured for that user. TaskRay data visibility is driven by two factors:
If you require additional information, please send us an email or schedule a call.
TaskRay participates in periodic security re-reviews of the TaskRay application with the Salesforce security team. If any issues are found, Salesforce requires that they are addressed within 90 days to maintain a public listing on the Appexchange.
As a top Salesforce partner, TaskRay is made aware of any changes Salesforce is making before they are released—enabling us to ensure that TaskRay is always in compliance.
Upon development completion: TaskRay runs a final Salesforce security scan on the new release using tooling provided by the Salesforce security team.
6 weeks prior to Production upgrades: Email communication to TaskRay Admins containing release notes and release schedule.
3 weeks prior to Production upgrades (Wednesday or Thursday): Email communication to TaskRay Admins reminding them that Sandboxes will be upgraded on Saturday.
3 weeks prior to Production upgrades (Saturday): Push upgrade to all customer Sandboxes so customers can test the upgraded version with their customizations. At this time, it is also possible to opt into the upgraded version in your production org with a direct install link or an upgrade performed through the AppExchange.
3 weeks prior to Production upgrades (Saturday): Email communication to TaskRay Admins alerting them that the Sandbox upgrade was completed.
Week of Production upgrades (Wednesday or Thursday): Email communication to TaskRay Admins reminding them that Production will be upgraded on Saturday.
Week of Production upgrades (Saturday): Push upgrade to all customers. Email communication to TaskRay admins alerting them that the Production upgrade was completed.
If you require additional information, please send us an email or schedule a call.
