3. Assign a Taskfeed Permission Set to Users

For users to access Taskfeed they need a Taskfeed License assigned and a permission set to access the different Taskfeed objects and pages.

Does everyone in my Salesforce Org need a Taskfeed Permission Set?

All users who have a Taskfeed License will need a corresponding Taskfeed permission set.

User Permissions Needed
To assign a permission set to users:Assign Permission Sets


How to assign the Taskfeed Permission Set to a user:

  1. Navigate to Setup > Manage Users.
  2. Select the user you want to assign the permissions.
  3. Scroll down to the Permission Set Assignments related list.
  4. Select Edit Assignments.
  5. Select the Taskfeed permission set and then select the Add arrow.
  6. Then select Save and the user will have permission to access Taskfeed.
You can read more about assigning a permission set to a single user or assigning a permission set to multiple users on Salesforce Help & Training.

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