AI-Powered Project Management for Salesforce

Harness the power of TaskRay and Salesforce Agentforce AI to streamline processes, speed up work, and improve project management—all within Salesforce.

Elevate Project Management Workflows

Automate project plan creation

Simplify task management

Surface meaningful project insights

Optimize resource management

Accelerate Project Success with TaskRay + Agentforce

AI is transforming work by tackling tedious tasks, letting you focus on what matters. Powered by Salesforce AI, TaskRay streamlines project management with smart features and secure, collaborative tools.

How does TaskRay work with Agentforce Technology?

Prompt
Guided Project Assistant
Plan
Agentforce picks the right topic and follows the instructions
TaskRay My Work
Agentforce generates a plan of actions within the topic
Lookup Project Status
Generate Next Best Action
Contact Project Team with Action 
Execution
Agentforce executes services
Flows
Prompts
Apex
APIs
Agentforce grounds in your data
CRM (Sales, Service, CPQ)
Data Cloud
Experience Cloud
User Input
Outcome
Agentforce generates a response
EinstEIn Trust Layer

Unlock AI: Smarter Project Management Starts Here

Enhance the way your team works for more efficient project management. Optimize workflows for faster project completion, accelerating revenue, boosting productivity, and delivering better customer experiences.
Proactive Project Creation
Automate project setup with precision and ease, ensuring consistency and accuracy every time.
Task Management Assistant
Enhance task delivery for teams and stakeholders by automating routine actions and prioritizing key activities.
Intelligent Project Insights
Unlock meaningful insights for better decision-making with AI-powered reporting tailored for managers and executives.
Answering
Queries
Empower teams with real-time answers to project-related questions and insights.

Explore TaskRay's Agent Actions

TaskRay Agent Actions help you launch projects 3-5x faster, and empower project managers to complete 25-50% more work with ease.

Streamline Project Planning and Launch

Automatically create a new project plan leveraging TaskRay Templates.

Customize workflows for teams needing greater flexibility

Assign teams to projects with light resource management based on skills, capacity, and historical performance.

Benefits

Let your project assistant manage the mundane work including automating repetitive, frequent tasks.

Ensure project plan accuracy, reducing false starts and manual errors with an extra set of AI powered eyes.

Enhance team utilization and improve collaboration efficiency.

Imagine an assistant that organizes your day, prioritizing tasks and automatically updating statuses to get your work done 3-5x faster than other tools.

Empower Your Team to Work Smarter

Use project assistants to update task statuses, track time, and mark tasks complete.

Automatically prioritize tasks.

Benefits

Automate routine tasks to free up time for high-value work.

Reduce errors in project data for more reliable reporting.

Accelerate project completion with smarter task management.

TaskRay Agent Actions monitor performance, identify delays in real-time, and alert managers to urgent or at-risk tasks to keep every project on track and meet every milestone.

Also great for executives seeking performance clarity on all projects tied to onboarding, delivery or outstanding revenue collection

Make Data-Driven Decisions with Confidence

Surface key metrics and trends from your projects in real-time.

Generate project summaries for quick overviews.

Get answers to FAQs like, “How many projects are behind schedule?” for instant insights.

Benefits

Gain instant access to relevant project KPIs, saving time on reporting.

Make proactive, informed decisions faster, driving business success.

Enhance overall visibility into TaskRay.

TaskRay Agent Actions help you launch projects 3-5x faster, and empower project managers to complete 25-50% more work with ease.
Good For
Project Managers
Team Leaders
Streamline Project Planning and Launch
  • Automatically create a new project plan leveraging TaskRay Templates.
  • Customize workflows for teams needing greater flexibility
  • Assign teams to projects with light resource management based on skills, capacity, and historical performance.
Value
  • Let your project assistant manage the mundane work including automating repetitive, frequent tasks.
  • Ensure project plan accuracy, reducing false starts and manual errors with an extra set of AI powered eyes.
  • Enhance team utilization and improve collaboration efficiency.
Task Management Assistant
Imagine an assistant that organizes your day, prioritizing tasks and automatically updating statuses to get your work done 3-5x faster than other tools.
Good for
End users responsible for project execution
Empower Your Team to Work Smarter
  • Use project assistants to update task statuses, track time, and mark tasks complete
  • Automatically prioritize tasks
Value
  • Automate routine tasks to free up time for high-value work.
  • Reduce errors in project data for more reliable reporting.
  • Accelerate project completion with smarter task management.
Intelligent Project Insights
TaskRay Agent Actions monitor performance, identify delays in real-time, and alert managers to urgent or at-risk tasks to keep every project on track and meet every milestone.
Personas
Project Managers
Department Managers
Executives
As well as, executives seeking performance clarity on all projects tied to onboarding, delivery or outstanding revenue collection
Make Data-Driven Decisions with Confidence
  • Surface key metrics and trends from your projects in real-time.
  • Generate project summaries for quick overviews.
  • Get answers to FAQs like, “How many projects are behind schedule?” for instant insights
Value
  • Gain instant access to relevant project KPIs, saving time on reporting
  • Make proactive, informed decisions faster, driving business success.
  • Enhance overall visibility into TaskRay
Answering Queries
Easily surface insights from your TaskRay projects such as what projects are delayed, which tasks are blocked, how long projects take to complete, and more.
Personas
Project Managers
Team Leads
Executives
Get Answers to Your Most Urgent Project Questions
  • Ask Agents to generate project summaries for quick overviews.
  • Be proactively notified about at-risk projects to address potential issues early.
  • Surface FAQs like, “How many projects are behind schedule?” for instant insights.
Value
  • Save time on reporting, focusing on high-value activities.
  • Enhance overall visibility into TaskRay data for better decision-making.
  • Streamline access to key insights, improving project transparency.

Why Salesforce + TaskRay?

AI is only as smart as your data: Unlock better Agentforce outcomes with Salesforce + TaskRay by keeping customer data centralized and securely on Platform.
Scalability
Native apps like TaskRay automatically benefit from Salesforce's platform functionality without the need for extra maintenance
Usability
Native apps mirror Salesforce's interface, offering users a familiar experience with minimal to no additional training compared to
off-platform tools
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
Systems Flexibility
Salesforce administrators can customize TaskRay easily to fit your unique business needs enabling customizations, and automations where desired
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
Uptime Reliability
Native apps share Salesforce's robust infrastructure, enjoying over 99.9% uptime. managed directly by Salesforce 
Innovation in Motion
"The dawn of AI for business applications is here, and TaskRay is riding the crest of this wave, delivering innovation that empowers Salesforce customers to work smarter and achieve more. Together with Agentforce, we're shaping the future of AI-powered project management."
Jon Schultz
RVP, ISV Partnerships at Salesforce
Fueled by
Innovation in Motion
"TaskRay has been key in driving the development and deployment of Agentforce technology for Salesforce customers. TaskRay's agility, technical vision, and high-quality use cases are empowering Salesforce customers with incredibly powerful digital labor/AI agents."
Brandon Stauber
Director of Technology Strategy, Salesforce
Fueled by

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best support enterprise
high performer
users love us
easiest to do business with
high performer
taskray features

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