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Agentic Project Management Built In Salesforce

By TaskRay

Manage Projects Natively in Salesforce

Starting at $25   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Project Management
Process Management
Field Service
Requires
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

TaskRay is the Customer Delivery Intelligence platform built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.

  • Salesforce Product Demo Video of TaskRay

  • Toast Testimonial on why they love managing projects using TaskRay

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
★ Requires Chatter to be enabled ★ Trial Set Up Guide: http://bit.ly/2vJAcNX Getting Started with TaskRay: https://bit.ly/3dNhjnw Project Management, Customer Onboarding & Work Management by TaskRay Browser Support: Firefox Chrome Safari

App Details

Version
TaskRay/July 2026 - 1.1034 1.1034.0
Listed On
08/09/2012
Latest Release
07/13/2026
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Community Builder
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 48
Custom Tabs: 31
Custom Apps: 3
Lightning Components
Global: 33
App Builder: 17
Community Builder: 13
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.963.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/29/2021

Additional Details

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Need help?

TaskRay

Denver, CO, United States

Visit TaskRay's support site for more information: https://support.taskray.com/hc/en-us

Support Phone(855) 879-4728
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