Salesforce AppExchange

TaskRay - Salesforce ISV

TaskRay is the leading 100% Salesforce-native solution for standardizing complex, compliance-driven Public Sector workflows. By ensuring interoperability between Sales and Service Clouds, TaskRay enables seamless collaboration across extensive stakeholder networks. Our platform replaces fragmented manual processes with audit-ready automation, delivering projects 2.5x faster and reducing operational costs by 21%.

Step 1 of 10

Project Templates & Process Standardization:

Codifies Agency SOPs into repeatable blueprints to guarantee consistent, audit-ready mission delivery across every initiative.

Step 2 of 10

Template Sync

Automatically pushes process updates and compliance changes from a source template to all active, in-flight projects with a single click.

Step 3 of 10

Stitcher (Dynamic Project Creation)

Uses logic to automatically "stitch" together complex project plans and compliance tasks based on specific contract or grant requirements.

Step 4 of 10

Collaboration Hub

Securely unifies contractors and external partners in a single source of truth within Salesforce to eliminate departmental silos.

Step 5 of 10

Agentforce AI Integration

Deploy Agentforce actions to summarize project health, flag bottleneck risks, and automate routine updates for increased capacity.

Step 6 of 10

Resource & Capacity Planning

Provides real-time visibility into personnel availability and certifications to ensure the right staff are always assigned to mission-critical work.

Step 7 of 10

Plan View (Advanced Gantt)

Visualizes complex timelines with automated dependency tracking to provide leadership with accurate, real-time visibility and forecasts for deadlines.

Step 8 of 10

Robust Portfolio Analytics

Delivers high-level dashboards for monitoring project health across the entire agency portfolio with one-click drill-down.

Step 9 of 10

Automated Lifecycle Handoffs

Bridges the gap between procurement, implementation, and maintenance by automating data transitions to ensure total continuity of service.

Step 10 of 10

100% Salesforce-Native Security

Inherits your existing FedRAMP, SOC2, and HIPAA compliance to ensure data never leaves your secure Salesforce environment.