2. Taskfeed License and Permission Set Types
Does everyone in my Organization need a License?
Only Salesforce users who require access to Taskfeed and Taskfeed-related data (including reports & dashboards) need to be licensed.
- The type of License assigned will depend on whether those are Salesforce internal users (employees) or Salesforce Community users (customers, partners or contractors) in your organization.
- The Permission Set defines what each licensed user can see and do within Taskfeed.
Who Can Assign Licenses and Permission Sets?
| Salesforce User Permissions Needed | |
|---|---|
| To manage licenses for an AppExchange app: To assign permission sets: | Manage Package Licenses “Assign Permission Sets” |
Taskfeed Licenses Overview:
Taskfeed User Licenses are sold in bundles.
Taskfeed Standard User and Read-Only Licenses are allocated to active Salesforce Users within your Organization.
External Sharing is included in all Taskfeed licensing plans.
Taskfeed Community User licenses are sold separately and allocated to Salesforce Community users only.
Speak to us for more information about license options and pricing.
How is License Usage Enforced?
Only the total aggregate number of Licenses assigned is capped and enforced at point of assignment. The assignment and usage of each License Type is not enforced at points of assignment, which may lead you to over allocation of a specific License Type. If we find that you have over allocated licenses for a prolonged period, our License Management System will alert your Primary and Billing Contact to ask you to correct this.
License Type | Description |
Taskfeed Standard User Licenses (Contributor) | Taskfeed Standard User licenses allow members of your Salesforce Organization to create Boards and Tasks and manage their work within Taskfeed and Salesforce.
⚠️ Note: Requires a Salesforce Sales, Service or Platform license |
Taskfeed Read-Only Licenses (Collaborator) | Taskfeed Read-Only licenses allow Salesforce users in your Organization to view Taskfeed boards and tasks, review Taskfeed-related data through reports and dashboards and collaborate with your team in Taskfeed through Chatter.
⚠️ Note: Requires a Salesforce Sales, Service or Platform license |
Taskfeed Community User Licenses - for Salesforce Communities | Taskfeed Community user licenses allow Taskfeed access within your Salesforce Community where customers, partners or contractors can participate in projects alongside members of your organization.
⚠️ Note: Requires a fully implemented Salesforce Community and Salesforce Community licenses. More information regarding Salesforce Community Licenses. Taskfeed Community User licenses are sold in bundles starting at 200 users for Growth Plan or above. |
External Sharing License | External Sharing is a frictionless way to share the plan with customers, partners and contractors. The External Sharing license is included in all Taskfeed standard licensing bundle plans.
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Permission Set Types:
Taskfeed Permission Sets define the appropriate level of access each user will be given to Taskfeed within your Organization. There are different permission sets that come out of the box with Taskfeed.Taskfeed Standard User: Taskfeed Standard User is recommended for standard users of Taskfeed. A Taskfeed Standard User can Create, Edit and Delete Tasks, Checklists and Time Logs. They can create and edit Boards but cannot create or edit Lists. They can also collaborate with other users via Chatter.
Taskfeed Super User: Grant this permission to team members or managers who need a bit more control over Taskfeed. A Taskfeed Super User can do everything a Standard User can but they can also create and edit Lists on a Board. Super Users cannot manage Taskfeed Templates.
Taskfeed Admin User: Taskfeed Admin Users have full access to all Taskfeed objects. This permission is required for users who will be managing Taskfeed Templates in your organization.
⚠️Taskfeed Admin Users are not given visibility to Boards they do not own or are not a part of as a team member. Taskfeed Board Sharing Rules can grant further Taskfeed visibility to a logical grouping of users.
Taskfeed Standard Read-Only User: Taskfeed Standard Read-only User is recommended for users who just require view-only access to Taskfeed. A Taskfeed Standard Read-only User can View Boards, List, Tasks, Checklists, and Time Logs. They can also collaborate with other users via Chatter.
Permission Set | Taskfeed Boards | Taskfeed Tasks | Taskfeed Lists | Taskfeed Templates | Taskfeed Categories and Custom Labels | Taskfeed Notifications* | Switch Inbox** |
Taskfeed Admin | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Yes |
Taskfeed Super User | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read | Read | Read | Yes |
Taskfeed Standard User | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read | Read | Read | Read | No Access |
Taskfeed Standard Read-Only User | Read | Read | Read | Read | Read | Read | No Access |
Taskfeed External User | Read | Read | Read | No Access | Read | No Access | No Access |
*Notifications: Used by Taskfeed to deliver notification either in-app or by Email. In-app notifications are deleted as soon as they are dismissed or overnight.
** Switch Inbox is a legacy feature retired in Taskfeed Summer '19.