2.1. Assign a Taskfeed License to Users

← Install & Setup

Now that Taskfeed is installed in your Org, the next step is to assign a Taskfeed License for anyone who will be using Taskfeed within your Organization. 

Does everyone in my Salesforce Org need a Licence?

No, only users who want to see Taskfeed need to be licensed.

Salesforce User Permissions Needed
To manage licenses for an AppExchange app:Manage Package Licenses
  1. Navigate to Setup > Installed Packages.
  2. Find Taskfeed from the list of Installed Packages then select Manage Licenses.
  3. Notice at the top right is a summary of Allowed Licenses and Used Licenses:
  • Allowed Licences are the number of Active Licenses available to assign to users
  • Used Licences are the number of Licenses already assigned
      4. Select the Add Users button.
      5. Once you have assigned Licences, you will also need to Assign Taskfeed Permission Sets.




Install & Setup

  1. Salesforce Edition Requirements
  2. 1. Install Taskfeed
  3. 2. Taskfeed License and Permission Set Types
  4. 2.1. Assign a Taskfeed License to Users
  5. 2.2. Assign a Taskfeed Permission Set to Users
  6. 2.3. License Allocation
  7. 3. Taskfeed Visibility & Access
  8. 3.1. Taskfeed Board Sharing Rules
  9. 4. Org-Wide Application Settings: Scheduling
  10. 4.1.Scheduling Settings: Use Custom Business Hours
  11. 4.2 Scheduling Settings: Recalculating Task End Dates
  12. 5. Manage Org-Wide Taskfeed Notifications
  13. 6. Add Taskfeed Related Lists to an Account or Opportunity
  14. 6.1. Embed Precursive OBX within a Custom or Standard Object Page using new Lightning Component
  15. 6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic
  16. Precursive Summer 20 (v.16) - Lightning Components
  17. 8. Set Up Team Roles
  18. 8.1. Map Team Roles to User Lookups
  19. 9. Set Up Board Stages
  20. Customize the Board Header
  21. Translation & Renaming Labels
  22. Configure Taskfeed for the Salesforce Mobile App
  23. Grant Login Access to Taskfeed Support

Feedback and Knowledge Base

(thinking…)