Install & Setup

← Knowledge Base

  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. 3. Taskfeed Visibility & Access

  7. 3.1. Taskfeed Board Sharing Rules

  8. 4. Org-Wide Application Settings: Scheduling

  9. 4.1.Scheduling Settings: Use Custom Business Hours

  10. 4.2 Scheduling Settings: Recalculating Task End Dates

  11. 5. Manage Org-Wide Taskfeed Notifications

  12. 6. Add Taskfeed Related Lists to an Account or Opportunity

  13. 6.1. Embed Taskfeed within an Account or Opportunity Page in Lightning

  14. 6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic

  15. 7. Set Up Team Roles

  16. 7.1. Map Team Roles to User Lookups

  17. 8. Set Up Board Stages

  18. Customize the Board Header

  19. Translation & Renaming Labels

  20. Configure Taskfeed for the Salesforce Mobile App

  21. Grant Login Access to Taskfeed Support

Feedback and Knowledge Base

(thinking…)