Install & Setup

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  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 Taskfeed 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. 7. Set Up Team Roles

  17. 7.1. Map Team Roles to User Lookups

  18. 8. Set Up Board Stages

  19. Customize the Board Header

  20. Translation & Renaming Labels

  21. Configure Taskfeed for the Salesforce Mobile App

  22. Grant Login Access to Taskfeed Support

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