TaskRay for Salesforce Admins
TaskRay is a native Salesforce project management solution designed for admins, offering enterprise-grade security, seamless integration without external sync, easy customization through clicks or code, comprehensive admin tools like a configuration hub and Lightning components, clear documentation, and support resources to reduce complexity, enhance control, and streamline management across various industries.
Security, Flexibility, and Less Admin Headache
Enterprise-Grade Security
- Native to Salesforce, with full control over permissions and data.
Easy Configuration
- Customize TaskRay to match your org’s processes.
Seamless Integrations
- No external systems or sync headaches.
Clean Documentation
- Get the support you need without digging.
A Powerful Solution That Plays by Salesforce Rules
Your Challenges
- Too many disconnected systems
- Complicated permissions management
- High support burden post-implementation
- Need for control and flexibility
- Keeping up with security & governance
TaskRay Solutions
- Native to Salesforce—no sync required
- Fully supports Salesforce roles, profiles, and sharing
- Well-documented and customer-ready configuration guides
- Customize with clicks or code
- Compliant and audit-ready architecture
Admin Tools That Actually Make Your Job Easier
Configuration Hub
- Manage roles, resources, and project structure in one place.
Salesforce Objects & Logs
- Full transparency, extendability, and auditing.
Lightning Components
- Add TaskRay widgets to your own record pages and apps.
TR Academy + Release Notes
- Stay informed, trained, and ahead of support tickets.
Admin Support Resources
- Clear documentation and a responsive support team.
Easy to Configure. Even Easier to Support.
"TaskRay fits right into our Salesforce org—and the admin tools are actually useful. It’s rare to find something this easy to own."
— Senior Salesforce Admin, Logistics Company
See how Salesforce Admins configure TaskRay in every industry
- High Tech & SaaS
- Healthcare & MedTech
- Financial Services & FinTech
- Telecomm Equipment & Services
- Manufacturing & Supply Chain
- Real Estate & Franchising
Stay Ahead of the Curve
Smart Tools for Staying On Track and Out of the Weeds
Trial Setup
Ready to Try TaskRay? Let's set it up.
TaskRay Academy
Check out our customer-centric training hub.
Help & Support
Start with a foundation that will set your team up for success.
Streamlined Tools for Admin-Led Efficiency
Configure, scale, and support onboarding and implementation processes—right in Salesforce. Purpose-built features, no workarounds needed.