Taskfeed Trial Setup Guide

Welcome to Taskfeed!

This guide will help you install and set up Taskfeed in your Salesforce Org.

We offer a free trial to try Taskfeed with no commitment for 14 days, in your own environment.

We are native to Salesforce and Lightning Ready

Taskfeed is 100% native to the Salesforce Platform and every feature is supported in Lightning Experience. Taskfeed works the same way in both Salesforce Classic and Lightning.

Salesforce Administrators install and configure Taskfeed
“Taskfeed Admin Users”  create and Manage Taskfeed Templates
“Taskfeed Standard Users” (business users) use Taskfeed regularly as part of their work

Before installing Taskfeed, please read our System Requirements.

1. Install Taskfeed in a Sandbox or Production environment. We recommend installing any AppExchange package in a Sandbox first.

1. How to Install Taskfeed

2. Grant Taskfeed access to  users:

1. When you install Taskfeed in your Production environment, users require a Taskfeed License to have access to Taskfeed;

2. Users in both Production and Sandbox environments also require a  Taskfeed Permission Set in order to see and work with Taskfeed objects in Salesforce.

3. Learn the different types of License and Permission Sets available with Taskfeed.

Note: Sandbox environments are for testing and don’t contain Taskfeed Licenses, only permission sets.

Out of the box, Taskfeed is related to Salesforce Accounts and Opportunities.

1. Add Taskfeed Related Lists to Account and Opportunity Page Layouts.
2. Manage Boards from Account and Opportunity records in Lightning or in Classic.

Configure External Sharing. This is one of our most sought-after features and allows Taskfeed users to seamlessly share a Taskfeed Board with anyone outside of Salesforce, giving viewers a real-time, read-only perspective of the project.

1. To use this feature, configure External Sharing for your Org first.

2. Once enabled, Taskfeed users can share boards that contain a public link and also use the Calendar Sync feature to view their tasks in external calendar applications such as Google Calendar, Apple, Outlook, etc.

Taskfeed is the ideal solution for Customer Onboarding and also highly customizable. You can relate Taskfeed to other Standard and custom objects, create custom fields, colour-coded categories, labels, and even assign people to tasks automatically.

Visit  Setup & Configuration and the Customizing Taskfeed section to find use cases and guides to help you customize Taskfeed to your business requirements.