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Getting Started with Taskfeed

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💡Who Does What in Taskfeed?

Different people will have different responsibilities and permissions in Taskfeed. We will refer to the following roles throughout our guide:

  • Salesforce Administrators configure and set up Taskfeed in your Salesforce organization. As a rule of thumb, if it's in the Setup, it's a job for the Salesforce Admin.

  • Taskfeed Admin Users are Super Users but not necessarily Salesforce Administrators. They have access to all Taskfeed objects and permission to manage the Taskfeed Templates other team members will use.

  • Taskfeed Standard Users also known as end-users, they use Taskfeed as part of their work. Standard Users can create and edit Tasks, Boards, assign people to tasks, use Templates, but do not have permission to create or manage the template structure.

Getting Started Guides:

Attend a live Training session

We offer different workshops and live training sessions every month. 
Here's the schedule.

Need more help or have questions? 

Use the chat widget in the Taskfeed app

or contact us at if you have any questions or need some assistance.

                        Enjoy using Taskfeed!

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