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. 1. Install Taskfeed
  2. 2. Taskfeed License and Permission Set Types
  3. 2.1. Assign a Taskfeed License to Users
  4. 2.2. Assign a Taskfeed Permission Set to Users
  5. 3. Taskfeed Visibility & Access
  6. 3.1. Taskfeed Board Sharing Rules
  7. 4. Org-Wide Application Settings: Scheduling
  8. 4.1.Scheduling Settings: Use Custom Business Hours
  9. 4.2 Scheduling Settings: Recalculating Task End Dates
  10. 5. Manage Org-Wide Taskfeed Notifications
  11. 6. Add Taskfeed Related Lists to an Account or Opportunity
  12. 6.1. Embed Taskfeed within an Account or Opportunity Page in Lightning
  13. 6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic
  14. 7. Set Up Team Roles
  15. 7.1. Map Team Roles to User Lookups
  16. 8. Set Up Board Stages
  17. Customize the Board Header
  18. Translation & Renaming Labels
  19. Configure Taskfeed for the Salesforce Mobile App
  20. Grant Login Access to Taskfeed Support

Feedback and Knowledge Base

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