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Projects Move
Faster with AI 
TaskRay AI brings Agentforce into your projects to handle the routine work that slows teams down. It captures updates, keeps tasks moving, and flags risks early, so your team can stay focused on delivery. Project managers get more time to build customer relationships and drive real outcomes.

Less admin. Faster delivery. Happier customers.
See in Action
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Agents do the work
for you, faster.

Prioritization prompts sort tasks by impact and urgency, helping your team tackle the most important work first.

Turn meeting notes and transcripts into assigned tasks or scheduled follow-ups.

Automatically generate and share project summaries, including progress, risks, and milestones, for internal teams and customers in app, email and chat.

Staff projects based on capacity, role, and skills to keep workloads balanced.

Guided time tracking prompts time entries from your recent work, so logging takes minutes.
AI That Actually Pulls Its Weight
See how TaskRay AI works with Agentforce technology to turn project data into real action, not just suggestions.
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AI With Full Context
TaskRay AI works directly inside Salesforce, using real project and customer data in context so every action is relevant, accurate, and ready to move work forward.
One Source of Truth
One Source of Truth
Because TaskRay is Salesforce native, AI actions work across sales, delivery, and support without fragmented data or manual handoffs.
Built For Enterprise Trust
Built for Enterprise Trust
Powered by Agentforce, TaskRay AI operates within Salesforce security, permissions, and governance, so innovation never compromises control.
AI is Only as Smart as Your Data
Unlock better Agentforce outcomes with Salesforce + TaskRay by keeping customer data centralized and securely on Platform.
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SCALABILITY
Native apps like TaskRay automatically benefit from Salesforce's platform functionality without the need for extra maintenance
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Usability
Native apps mirror Salesforce's interface, offering users a familiar experience with minimal to no additional training compared to
off-platform tools
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Data security
Non-native apps pose a higher risk of cybersecurity issues and data breaches. With TaskRay, your data stays within Salesforce, protected from external access or threats
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Systems Flexibility
Salesforce administrators can easily customize TaskRay to fit your unique business needs, enabling customizations and automations where desired.
Data
Real-Time Data Integrity
Easily build performance dashboards and reports without the delays or complications faced by non-native apps relying on batch updates or complex integrations
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Uptime Reliability
Native apps share Salesforce's robust infrastructure, enjoying over 99.9% uptime, managed directly by Salesforce.
Leading Salesforce-Native Project AI
AI-Powered Task Priorities Made Simple
Discover how TaskRay’s Agent Action uses conversational AI to surface your most urgent tasks and help you focus on what matters most each day.
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Why AI Work Orchestration Drives Success
Learn how AI-powered work orchestration replaces disconnected tools with intelligent coordination that accelerates delivery and keeps complex work on track.
Learn More
AI Strategy Starts With Bold Choices
This post explores why delaying AI adoption is the biggest risk and how taking early action builds momentum, insight, and competitive advantage.
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Context Is the Heart of AI Strategy
Understand why Model Context Protocols are critical to delivering AI that operates with full business context instead of isolated data points.
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TaskRay Unlocks Revenue Cloud’s Full Potential
See how TaskRay enhances Salesforce Revenue Cloud Advanced by connecting sales and delivery to accelerate onboarding and revenue realization.
Learn More
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Accelerate Project Success with TaskRay + Agentforce
TaskRay AI is transforming work by tackling tedious PM tasks, letting you focus on exceptional delivery. Powered by Agentforce, TaskRay AI streamlines project management with smart features and secure, collaborative tools.
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Frequently Asked Questions

To get started, you’ll need Agentforce enabled in your Salesforce org and access to the TaskRay Assistant. Your Customer Success team can help confirm eligibility, guide setup, and make sure the right users have access so you can start using the actions in TaskRay.

TaskRay uses Agentforce to add an AI layer on top of your existing project data in Salesforce. Agentforce analyzes TaskRay projects, tasks, and activity alongside Salesforce data to surface insights, create tasks, and reduce manual project admin without moving work outside Salesforce.

Agentforce uses the context already in Salesforce, including TaskRay project data, tasks, timelines, assignments, and activity, plus related Salesforce records. Because everything lives in the same system, the AI can make recommendations based on what’s actually happening in your projects.

No. It’s designed to assist, not replace. Agentforce takes on repetitive project admin like generating summaries, creating tasks from notes, and recommending next steps, so project leaders can focus on decisions, alignment, and delivery.

Yes. Agentforce operates within Salesforce’s existing security model, permissions, and governance. It respects role-based access and data visibility, so users only see what they’re allowed to see.

Teams use Agentforce inside TaskRay to prioritize work, turn meeting notes into tasks, generate project summaries, get staffing suggestions, and log time faster. It fits into existing workflows and helps projects move forward with less manual effort.
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