2. Taskfeed License and Permission Set Types

In order to access Taskfeed in your organization, users must be given both a Taskfeed User License and a Taskfeed Permission Set.

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 Administrators give other users a Taskfeed License and the appropriate Permission Set.
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.


Here’s the breakdown of each License type:


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.

  • Full access view/edit/delete Taskfeed tasks/boards and many more

  • Collaborate with Chatter

  • Reporting

  • Manage Templates, Categories and Settings

⚠️ 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.

  • Read-only Taskfeed and reporting access

  • Collaborate with Chatter

  • Reporting

⚠️ 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.

  • Customizable access to view/edit/delete Taskfeed tasks/boards/templates and many more

  • Collaborate with Chatter

  • Reporting

⚠️ 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.

  • Read-only access via a link to the project plan shared using External Sharing Feature

  • Read-only access to the Board and Tasks (not marked as Internal Only)

  • No access to Attachment Files or Chatter

  • Share links with as many users as you need**

** Force.com Sites Limits and Billing applies. Force.com sites usage is governed by monthly and daily limits.  


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.
Salesforce Administrators can clone a Taskfeed Permission Set to further customize permissions to a logical grouping of users.

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.


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