Install & Setup

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  1. Salesforce Edition Requirements

  2. 1. Install Precursive

  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

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