{"id":744,"date":"2024-07-17T07:41:21","date_gmt":"2024-07-17T13:41:21","guid":{"rendered":"https:\/\/taskray.com\/?page_id=744"},"modified":"2026-04-09T12:02:02","modified_gmt":"2026-04-09T18:02:02","slug":"security-privacy","status":"publish","type":"page","link":"https:\/\/taskray.com\/security-privacy\/","title":{"rendered":"Privacy &#038; Security"},"content":{"rendered":"<section class=\"bde-section-744-100 bde-section\">\n  \n  \n\t\n\n\n\n<div class=\"section-container\"><div class=\"bde-div-744-101 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-102 bde-div\">\n  \n  \n\t\n\n\n\n<h1 class=\"bde-heading-744-103 bde-heading\">\nYour Data Is Secure With TaskRay\n<\/h1><div class=\"bde-text-744-104 bde-text\">\nWe understand that data security and privacy are often at the top of the list when considering technologies for your business.\n<\/div><div class=\"bde-text-744-471 bde-text\">\n<b>Because TaskRay is 100% Salesforce native, it uses the same security and sharing controls you already know and trust within Salesforce.<\/b> This makes TaskRay the secure solution for all of your company\u2019s customer onboarding project management needs.<br>\n<\/div><div class=\"bde-button-744-638 bde-button\">\n    \n                        \n                        \n    \n    \n    \n    \n            \n                    \n            \n            \n\n    \n    \n    \n    \n    \n    <a class=\"breakdance-link button-atom button-atom--secondary bde-button__button\" href=\"#shared-model\" target=\"_self\" data-type=\"url\"  >\n\n    \n        <span class=\"button-atom__text\">Shared Responsibility Model<\/span>\n\n        \n        \n                <\/a>\n\n    \n\n\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-628 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-629 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-image-744-630 bde-image\">\n<figure class=\"breakdance-image breakdance-image--2241\">\n\t<div class=\"breakdance-image-container\">\n\t\t<div class=\"breakdance-image-clip\"><img decoding=\"async\" class=\"breakdance-image-object\" src=\"https:\/\/taskray.com\/wp-content\/uploads\/2024\/07\/SOC2-image.png\" width=\"673\" height=\"673\" srcset=\"https:\/\/taskray.com\/wp-content\/uploads\/2024\/07\/SOC2-image.png 673w, https:\/\/taskray.com\/wp-content\/uploads\/2024\/07\/SOC2-image-300x300.png 300w, https:\/\/taskray.com\/wp-content\/uploads\/2024\/07\/SOC2-image-150x150.png 150w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" loading=\"lazy\"><\/div>\n\t<\/div><\/figure>\n\n<\/div>\n<\/div><div class=\"bde-div-744-631 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-632 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-633 bde-div\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-636 bde-heading\">\nTaskRay is SOC 2\u00ae Compliant\n<\/h3>\n<\/div><div class=\"bde-text-744-637 bde-text\">\nThis certification demonstrates TaskRay\u2019s commitment to operating software, business processes, policies, and procedures that ensure the security and data processing integrity of customer information.\n<\/div><div class=\"bde-icon-list-744-639 bde-icon-list\">\n<ul>\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      SOC 2\u00ae is a globally recognized compliance standard developed by the American Institute of CPAs (AICPA). To achieve compliance, TaskRay underwent an independent auditing process to ensure that its customer data was managed based on five Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.<br>\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      A SOC 2\u00ae certification provides an additional level of security that is critical to meeting customer expectations, especially larger enterprise organizations and those in heavily regulated industries that work with sensitive data, such as the healthcare and energy sectors.<br>\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  <\/ul>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-640 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-643 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-644 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-645 bde-div\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-647 bde-heading\">\nTaskRay data security & privacy practices\n<\/h3>\n<\/div><div class=\"bde-text-744-648 bde-text\">\nTaskRay is installed and run entirely within your existing Salesforce instance, making TaskRay data subject to the same security, reliability, and control as any other Salesforce data.\n<\/div><div class=\"bde-icon-list-744-649 bde-icon-list\">\n<ul>\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>\n      You maintain complete control over your data. <\/b>TaskRay cannot access or view any data your company has created or stored in the app.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>\n      Salesforce continually updates and upgrades the security of their data centers and the platform.<\/b> Because TaskRay is a top tier Salesforce partner, we are made aware of any changes Salesforce is making before they are released\u2014enabling us to ensure that TaskRay is always in compliance (read the Salesforce Security Guide).\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>\n      As a native application,<\/b> TaskRay conforms with the same privacy and compliance standards as Salesforce (read the Salesforce Compliance Standards).\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      To be listed on the AppExchange, TaskRay passed the initial Salesforce security review and is required to be re-certified on an annual basis.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  <\/ul>\n\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-641 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-650 bde-text\">\nBenefits of a Native App Like TaskRay\n<\/div><div class=\"bde-icon-list-744-651 bde-icon-list\">\n<ul>\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>Saves time and money\u00a0<\/b>\u2014 With TaskRay, there\u2019s no need for a separate and potentially time-consuming security review. Once you\u2019ve cleared Salesforce, you are good to go with TaskRay.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>Eliminates complexity\u00a0<\/b>\u2014 TaskRay is configured using the same controls as Salesforce, so your team doesn\u2019t have to learn a new system to securely manage your TaskRay users and data.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>Automatic coverage\u00a0<\/b>\u2014 Your data backup, location, and encryption; physical server access; disaster recovery; and SLA\u2019s are covered under your existing Salesforce agreement. In other words, whatever Salesforce does to protect your data applies in the exact same way to TaskRay.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>Provides peace of mind\u00a0<\/b>\u2014<b>\u00a0<\/b>Your company can rest assured that TaskRay is developed and maintained to meet all of Salesforce\u2019s security and privacy standards.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  \n              \n    <li>\n              <div class='bde-icon-list__item-wrapper'>\n      \n      <span class='bde-icon-list__icon'>\n        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!-- Font Awesome Free 5.15.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT License) --><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"\/><\/svg>\n      <\/span>\n      <span class='bde-icon-list__text' >\n      <b>\n      Bottom line<\/b>\u2014 If<b>\u00a0<\/b>\u00a0you trust Salesforce, you can trust 100% Salesforce-native TaskRay.\n      <\/span>\n              <\/div>\n      \n    <\/li>\n\n  <\/ul>\n\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-665 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-659 bde-div\">\n              \n  \n  \n\t\n\n  <div class=\"section-background-overlay\"><\/div>\n\n\n<h4 class=\"bde-heading-744-661 bde-heading\">\nCheck Out These Other Helpful Resources\n<\/h4><div class=\"bde-div-744-662 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-button-744-664 bde-button\">\n    \n                        \n                        \n    \n    \n    \n    \n            \n                    \n            \n            \n\n    \n    \n    \n    \n    \n    <a class=\"breakdance-link button-atom button-atom--text bde-button__button\" href=\"https:\/\/trust.salesforce.com\/en\/\" target=\"_self\" data-type=\"url\"  >\n\n    \n        <span class=\"button-atom__text\">Salesforce Trust<\/span>\n\n        \n                    \n    <span class=\"button-atom__icon-wrapper\">\n\n        \n            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\">\r\n<path d=\"M10 5C9.44772 5 9 5.44772 9 6C9 6.55228 9.44772 7 10 7H15.5858L5.29289 17.2929C4.90237 17.6834 4.90237 18.3166 5.29289 18.7071C5.68342 19.0976 6.31658 19.0976 6.70711 18.7071L17 8.41421V14C17 14.5523 17.4477 15 18 15C18.5523 15 19 14.5523 19 14V6C19 5.44772 18.5523 5 18 5H10Z\" fill=\"currentColor\"\/>\r\n<\/svg>\n\n        \n    <\/span>\n\n\n        \n                <\/a>\n\n    \n\n\n<\/div><div class=\"bde-button-744-663 bde-button\">\n    \n                        \n                        \n    \n    \n    \n    \n            \n                    \n            \n            \n\n    \n    \n    \n    \n    \n    <a class=\"breakdance-link button-atom button-atom--text bde-button__button\" href=\"https:\/\/www.salesforce.com\/hub\/technology\/cloud-security-is-salesforce-priority\/\" target=\"_self\" data-type=\"url\"  >\n\n    \n        <span class=\"button-atom__text\">How Salesforce Maintains Their Cloud Security<\/span>\n\n        \n                    \n    <span class=\"button-atom__icon-wrapper\">\n\n        \n            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\">\r\n<path d=\"M10 5C9.44772 5 9 5.44772 9 6C9 6.55228 9.44772 7 10 7H15.5858L5.29289 17.2929C4.90237 17.6834 4.90237 18.3166 5.29289 18.7071C5.68342 19.0976 6.31658 19.0976 6.70711 18.7071L17 8.41421V14C17 14.5523 17.4477 15 18 15C18.5523 15 19 14.5523 19 14V6C19 5.44772 18.5523 5 18 5H10Z\" fill=\"currentColor\"\/>\r\n<\/svg>\n\n        \n    <\/span>\n\n\n        \n                <\/a>\n\n    \n\n\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/section><section id=\"shared-model\" class=\"bde-section-744-627 bde-section\">\n  \n  \n\t\n\n\n\n<div class=\"section-container\"><div class=\"bde-columns-744-619 bde-columns\"><div class=\"bde-column-744-620 bde-column\">\n  \n  \n\t\n\n\n\n<h4 class=\"bde-heading-744-621 bde-heading\">\nTaskRay Shared Responsibility Model\n<\/h4>\n<\/div><div class=\"bde-column-744-622 bde-column\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-716 bde-text\">\nAs an enterprise application that is installed and run entirely within your existing Salesforce instance, TaskRay follows a shared data security and privacy model that is subject to the same security, reliability, and control as all other Salesforce data. \n<\/div>\n<\/div><\/div><div class=\"bde-div-744-105 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-111 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-grid-744-112 bde-grid\">\n  \n  \n\t\n\n\n\n<h5 class=\"bde-heading-744-113 bde-heading\">\n\n<\/h5><h4 class=\"bde-heading-744-114 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-115 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-116 bde-heading\">\n\n<\/h4>\n<\/div><div class=\"bde-grid-744-117 bde-grid\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-696 bde-div\">\n  \n  \n\t\n\n\n\n<h5 class=\"bde-heading-744-697 bde-heading\">\nCustomer\n<\/h5><h3 class=\"bde-heading-744-118 bde-heading\">\nResponsible for Security & Privacy in the Application\n<\/h3>\n<\/div><div class=\"bde-div-744-493 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-666 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-701 bde-text\">\nInstallation & Configuration of TaskRay on Salesforce\n<\/div>\n<\/div><div class=\"bde-div-744-667 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-702 bde-text\">\nSet Up Access Permissions for TaskRay Data (Internal & External Users)\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-147 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-grid-744-148 bde-grid\">\n  \n  \n\t\n\n\n\n<h5 class=\"bde-heading-744-149 bde-heading table-container\">\n\u00a0\n<\/h5><h4 class=\"bde-heading-744-150 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-151 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-152 bde-heading\">\n\n<\/h4>\n<\/div><div class=\"bde-grid-744-153 bde-grid\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-693 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-image-744-694 bde-image\">\n<figure class=\"breakdance-image breakdance-image--92\">\n\t<div class=\"breakdance-image-container\">\n\t\t<div class=\"breakdance-image-clip\"><img decoding=\"async\" class=\"breakdance-image-object\" src=\"https:\/\/taskray.com\/wp-content\/uploads\/2024\/06\/taskray-logo-dark.svg\" width=\"\" height=\"\"><\/div>\n\t<\/div><\/figure>\n\n<\/div><h3 class=\"bde-heading-744-695 bde-heading table-container\">\nResponsible for adhering to Salesforce Security & Privacy Standards\n<\/h3>\n<\/div><div class=\"bde-div-744-494 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-668 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-703 bde-text\">\nApplication Development\n<\/div>\n<\/div><div class=\"bde-div-744-669 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-704 bde-text\">\nLifecycle Management\n<\/div>\n<\/div><div class=\"bde-div-744-670 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-705 bde-text\">\nCustomer Support\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-div-744-477 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-grid-744-478 bde-grid\">\n  \n  \n\t\n\n\n\n<h5 class=\"bde-heading-744-479 bde-heading table-container\">\n\n<\/h5><h4 class=\"bde-heading-744-480 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-481 bde-heading\">\n\n<\/h4><h4 class=\"bde-heading-744-482 bde-heading\">\n\n<\/h4>\n<\/div><div class=\"bde-grid-744-483 bde-grid\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-689 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-image-744-692 bde-image\">\n<figure class=\"breakdance-image breakdance-image--389\">\n\t<div class=\"breakdance-image-container\">\n\t\t<div class=\"breakdance-image-clip\"><img decoding=\"async\" class=\"breakdance-image-object\" src=\"https:\/\/taskray.com\/wp-content\/uploads\/2024\/07\/saleforce-logo.png\" width=\"220\" height=\"154\" sizes=\"(max-width: 220px) 100vw, 220px\"><\/div>\n\t<\/div><\/figure>\n\n<\/div><h3 class=\"bde-heading-744-691 bde-heading table-container\">\nResponsible for Security & Privacy on the Platform\n<\/h3>\n<\/div><div class=\"bde-div-744-495 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-671 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-706 bde-text\">\nTaskRay Data Storage\n<\/div>\n<\/div><div class=\"bde-div-744-672 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-707 bde-text\">\nTaskRay Service Delivery\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-grid-744-496 bde-grid\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-698 bde-div\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-700 bde-heading table-container\">\n\n<\/h3>\n<\/div><div class=\"bde-div-744-673 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-674 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-708 bde-text\">\nTaskRay Data Encryption & Data Integrity\n<\/div>\n<\/div><div class=\"bde-div-744-676 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-709 bde-text\">\nServer-Side Encryption<br>(file system \/ data storage)\n<\/div>\n<\/div><div class=\"bde-div-744-678 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-710 bde-text\">\nNetworking Traffic Protection (encryption, integrity & identity)\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-grid-744-502 bde-grid\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-503 bde-heading table-container\">\n\n<\/h3><div class=\"bde-div-744-504 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-711 bde-text\">\nOperating System, Network & Firewall Configuration\n<\/div>\n<\/div>\n<\/div><div class=\"bde-grid-744-507 bde-grid\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-508 bde-heading table-container\">\n\n<\/h3><div class=\"bde-div-744-680 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-div-744-681 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-712 bde-text\">\nHardware\n<\/div>\n<\/div><div class=\"bde-div-744-683 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-713 bde-text\">\nData Centers\n<\/div>\n<\/div><div class=\"bde-div-744-685 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-714 bde-text\">\nDisaster Recovery\n<\/div>\n<\/div>\n<\/div>\n<\/div><div class=\"bde-grid-744-513 bde-grid\">\n  \n  \n\t\n\n\n\n<h3 class=\"bde-heading-744-514 bde-heading table-container\">\n\n<\/h3><div class=\"bde-div-744-515 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-715 bde-text\">\nPlatform, Applications, Identity & Access Management\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/section><section class=\"bde-section-744-572 bde-section\">\n  \n  \n\t\n\n\n\n<div class=\"section-container\"><div class=\"bde-div-744-609 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-advanced-tabs-744-575 bde-advanced-tabs\">\n\n\n        \n      <select aria-label=\"Content tabs\" class=\"bde-tabs__select js-tab-select\">\n      \n              <option value=\"tab-bde-advanced-tabs-744-575-1\" data-value=\"1\">\n          Customer Responsibilities\n        <\/option>\n              <option value=\"tab-bde-advanced-tabs-744-575-2\" data-value=\"2\">\n          TaskRay Responsibilities\n        <\/option>\n              <option value=\"tab-bde-advanced-tabs-744-575-3\" data-value=\"3\">\n          Salesforce Responsibilities\n        <\/option>\n          <\/select>\n  \n  \n  <div class=\"bde-tabs__tabslist-container bde-tabs__tabslist-container--dropdown is-horizontal js-tabs-container\">\n    <div class=\"bde-tabs__tabslist bde-tabs__tabslist--tabs js-tablist\" role=\"tablist\" aria-label=\"Content tabs\" aria-orientation=\"horizontal\" data-tabs-id=\"bde-advanced-tabs-744-575\">\n      \n              <button role=\"tab\" aria-selected=\"false\" class=\"bde-tabs__tab js-tab\" aria-controls=\"tab-panel-bde-advanced-tabs-744-575-1\" id=\"tab-bde-advanced-tabs-744-575-1\" data-value=\"1\">\n                    <span class=\"bde-tabs__tab-title\">Customer Responsibilities<\/span>\n        <\/button>\n              <button role=\"tab\" aria-selected=\"false\" class=\"bde-tabs__tab js-tab\" aria-controls=\"tab-panel-bde-advanced-tabs-744-575-2\" id=\"tab-bde-advanced-tabs-744-575-2\" data-value=\"2\">\n                    <span class=\"bde-tabs__tab-title\">TaskRay Responsibilities<\/span>\n        <\/button>\n              <button role=\"tab\" aria-selected=\"false\" class=\"bde-tabs__tab js-tab\" aria-controls=\"tab-panel-bde-advanced-tabs-744-575-3\" id=\"tab-bde-advanced-tabs-744-575-3\" data-value=\"3\">\n                    <span class=\"bde-tabs__tab-title\">Salesforce Responsibilities<\/span>\n        <\/button>\n          <\/div>\n  <\/div>\n\n<div class=\"bde-tabs-content-container\">\n  <div class=\"bde-advanced-tabs-content-744-576 bde-advanced-tabs-content\"><div tabindex=\"0\" role=\"tabpanel\" class=\"bde-tabs__panel js-panel\" id=\"\" aria-labelledby=\"\">\r\n  <div class=\"bde-tabs__panel-content\">\r\n    <div class=\"bde-div-744-615 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-616 bde-text\">\nTaskRay is developed and maintained to meet all of Salesforce\u2019s information and data security standards. (The Salesforce security team conducts rigorous reviews of all native products, including TaskRay, before publicly listing them on AppExchange.)\n<\/div><div class=\"bde-rich-text-744-617 bde-rich-text breakdance-rich-text-styles\">\n<p>TaskRay customers are responsible for installation and configuration of TaskRay in their Salesforce instance and for setting visibility and access rights, including:<\/p><ol><li>Installation of the TaskRay managed package into Production and Sandbox instances of Salesforce.<\/li><li>Configuration of the TaskRay Service within Salesforce<\/li><li>Salesforce &amp; TaskRay API Integration<\/li><li>Configuration of (optional) Slack integration<\/li><li>Configuration of Any Additional Connections<\/li><li>Configuration of Users in Salesforce<\/li><\/ol><h3>Configuration of TaskRay Service within Salesforce<\/h3><p>As a native Salesforce application TaskRay can take advantage of Salesforce customizations and automations. Our practice is to package common automations to give our customers a general solution or a starting point for a more customized solution. For more information, please visit our\u00a0<a href=\"https:\/\/support.taskray.com\/hc\/en-us\/categories\/204630528-TaskRay-Guide\">support site<\/a>.<\/p><p>TaskRay leverages several optional features that can be configured by the customer\u2019s internal Salesforce Admin team:<\/p><p><strong>Invocable Apex Actions:<\/strong>\u00a0TaskRay provides several invocable apex actions that can be called from Process Builders and Flows. For example, you can utilize an action to create deep clones of a project template to ensure it is scheduled correctly based upon the template and dates derived from the object triggering the clone (commonly the Opportunity Close data in Salesforce).<\/p><p><strong>Process Builder:<\/strong>\u00a0TaskRay suggests leveraging process builders as a declarative tool to clone projects as well as to perform simple data updates in custom scenarios.\u00a0<i>Customers are required to configure these process builders using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/115001391308-Automatically-Clone-Templates-Using-the-Process-Builder\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.<\/i><\/p><p><strong>Flow:<\/strong>\u00a0TaskRay may suggest that customers leverage flows as a declarative tool to clone more complex project templates or for scenarios requiring a project to be \u201cStitched\u201d together from a variety of templates. Flows may also be prescribed for customers to perform more advanced automations for custom scenarios.\u00a0<i>Customers are required to configure these flows using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/360000974527\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.<\/i><\/p><p><strong>Apex:<\/strong>\u00a0TaskRay-provided global Apex methods are called directly from Apex code written in customer orgs. This is only suggested in the most complex scenarios and it is the customer\u2019s responsibility to develop this apex code as well as test cases to ensure the code will be performant and successful.<\/p><p><strong>Public Sites:<\/strong>\u00a0TaskRay provides an optional feature called \u201cExternal Sharing\u201d which utilizes Salesforce public site technology to allow customers to provide a direct link to a live \u201cPlan View\u201d. This feature allows you to provide a link to projects opted into \u201cExternal Sharing\u201d to your customers, allowing for a real time view of their projects. This optional feature leverages public sites and will provide public access to a subset of your TaskRay data.<\/p><p><strong>Communities:<\/strong>\u00a0TaskRay supports Salesforce Communities to allow your customers to log directly into a TaskRay Salesforce organization and participate fully in TaskRay projects. TaskRay Community setup mimics the Salesforce Community setup with some additional steps required for exposing TaskRay components to the Community.\u00a0<i>Customers are required to configure these communities using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/115001654867-TaskRay-Communities-FAQ\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.<\/i><\/p><p><strong>Custom Fields and Objects:<\/strong>\u00a0TaskRay supports the creation and linking of custom fields and objects to TaskRay Objects to support custom scenarios.\u00a0<i>Customers are required to configure these fields and objects using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/115000828868-Add-Custom-Fields-to-Projects-and-Tasks\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.<\/i><\/p><p><strong>Validation Rules:<\/strong>\u00a0TaskRay supports the creation of custom Salesforce validation rules. These validation rules are created to support custom business logics.\u00a0<i>Customers are required to configure these validation rules using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/115001961687-Prevent-Tasks-from-Being-Finished-Until-All-Checklist-Items-Are-Completed\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.<\/i><\/p><h3>Salesforce &amp; TaskRay API Integration<\/h3><p>TaskRay\u2019s native app architecture allows customers to expose TaskRay information via Salesforce APIs. This allows customers to utilize existing Salesforce API connections, middleware, data backup, and data visualization tools with TaskRay data.<\/p><h3>Configuration of (optional) Slack Integration<\/h3><p>TaskRay has an optional feature which allows customers to connect TaskRay to their Slack workspace. This customization can expose TaskRay data to any user within your Slack workspace and allows customers to create tasks and display progress on TaskRay projects directly within Slack.\u00a0<i>Customers are required to configure this integration using\u00a0<\/i><a href=\"https:\/\/support.taskray.com\/hc\/en-us\/articles\/115001742688-TaskRay-Slack-Bot\"><i>best practices<\/i><\/a><i>\u00a0provided by TaskRay.\u00a0<\/i><\/p><h3>Configuration of Any Additional Connections<\/h3><p>Customers are required to ensure any other connections to their Salesforce org which may be utilizing TaskRay data are appropriately configured. To ensure your TaskRay implementation is optimized for your specific use case, we provide documentation as well as guidance to your Salesforce administration team.<\/p><h3>Configuration of Users in Salesforce\u00a0<\/h3><p>TaskRay user account management mirrors Salesforce user account management. In order to use TaskRay, a user must be configured in Salesforce and have the license and permissions specified above configured for that user.\u00a0TaskRay data visibility is driven by two factors:<\/p><ol><li>Configuration of visibility of TaskRay data for internal and external Salesforce users (leveraging Salesforce configuration).<\/li><li>TaskRay licenses must be assigned to individual users. (This does not apply in a Site License Scenario.) Salesforce Object Level Create, Read, Edit, Delete, and Field Level Security must be configured like any other custom or standard object in Salesforce. (We recommend utilizing either the TaskRay Standard or TaskRay Read-Only permission sets.)<\/li><\/ol><p>If you require additional information, please\u00a0<a title=\"Contact Us\" href=\"mailto:support@taskray.com\">send us an email<\/a>\u00a0or\u00a0<a title=\"Contact Us\" href=\"https:\/\/www.taskray.com\/request-a-call\">schedule a call<\/a>.<\/p>\n<\/div>\n<\/div>\r\n  <\/div>\r\n<\/div>\r\n<\/div><div class=\"bde-advanced-tabs-content-744-584 bde-advanced-tabs-content\"><div tabindex=\"0\" role=\"tabpanel\" class=\"bde-tabs__panel js-panel\" id=\"\" aria-labelledby=\"\">\r\n  <div class=\"bde-tabs__panel-content\">\r\n    <div class=\"bde-div-744-612 bde-div\">\n  \n  \n\t\n\n\n\n<div class=\"bde-text-744-613 bde-text\">\nTaskRay is developed and maintained to meet all of Salesforce\u2019s information and data security standards. (The Salesforce security team conducts rigorous reviews of all native products, including TaskRay, before publicly listing them on AppExchange.)\n<\/div><div class=\"bde-rich-text-744-614 bde-rich-text breakdance-rich-text-styles\">\n<h3>Salesforce Security Reviews &amp; Compliance<\/h3><p>TaskRay participates in periodic security re-reviews of the TaskRay application with the Salesforce security team. If any issues are found, Salesforce requires that they are addressed within 90 days to maintain a public listing on the Appexchange.<\/p><p>As a top Salesforce partner, TaskRay is made aware of any changes Salesforce is making before they are released\u2014enabling us to ensure that TaskRay is always in compliance.<\/p><h3>Application Lifecycle Management<\/h3><h4>Major Release Process (~3 times per year)\u00a0<\/h4><p>Upon development completion: TaskRay runs a final Salesforce security scan on the new release using tooling provided by the Salesforce security team.<\/p><p><strong>6 weeks prior to Production upgrades:<\/strong>\u00a0Email communication to TaskRay Admins containing release notes and release schedule.<\/p><p><strong>3 weeks prior to Production upgrades (Wednesday or Thursday):<\/strong>\u00a0Email communication to TaskRay Admins reminding them that Sandboxes will be upgraded on Saturday.<\/p><p><strong>3 weeks prior to Production upgrades (Saturday):<\/strong>\u00a0Push upgrade to all customer Sandboxes so customers can test the upgraded version with their customizations. At this time, it is also possible to opt into the upgraded version in your production org with a direct install link or an upgrade performed through the AppExchange.<\/p><p><strong>3 weeks prior to Production upgrades (Saturday):<\/strong>\u00a0Email communication to TaskRay Admins alerting them that the Sandbox upgrade was completed.<\/p><p><strong>Week of Production upgrades (Wednesday or Thursday):<\/strong>\u00a0Email communication to TaskRay Admins reminding them that Production will be upgraded on Saturday.<\/p><p><strong>Week of Production upgrades (Saturday):<\/strong>\u00a0Push upgrade to all customers. Email communication to TaskRay admins alerting them that the Production upgrade was completed.<\/p><h4>Minor Release Process (Bug Fixes)\u00a0<\/h4><ol><li>Identify and deem issue critical for immediate patch.<\/li><li>Analyze risk of pushing bug fix, determine any risk mitigation factors, and apply to bug fix planning.<\/li><li>Perform development work to address issue.<\/li><li>Create a new minor package version based on the last major release.<\/li><li>Update minor package version release notes on support.taskray.com \u201cWhat\u2019s New\u201d section.<\/li><li>Push new minor package version to customers.<\/li><\/ol><h3>Customer Support<\/h3><ul><li>We consistently receive 5-star reviews on the\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N300000055lKwEAI&amp;channel=recommended\">AppExchange<\/a>\u00a0calling out our documentation.<\/li><li>Our extensive\u00a0<a href=\"https:\/\/support.taskray.com\/hc\/en-us\">online documentation<\/a>\u00a0will help your Salesforce Administrator become a TaskRay Administrator.<\/li><li>Customers have the ability to log unlimited support tickets.<\/li><li>TaskRay provides email support for most issues.<\/li><li>For complex support issues, we will set up a Zoom meeting.<\/li><li>As with Salesforce, authorized users may\u00a0<a href=\"https:\/\/help.salesforce.com\/articleView?id=controlling_login_access.htm&amp;type=5\">grant TaskRay login access<\/a>\u00a0in order for our team to troubleshoot issues.<\/li><\/ul><p>If you require additional information, please\u00a0<a title=\"Contact Us\" href=\"mailto:support@taskray.com\">send us an email<\/a>\u00a0or\u00a0<a title=\"Contact Us\" href=\"https:\/\/www.taskray.com\/request-a-call\">schedule a call<\/a>.<\/p>\n<\/div>\n<\/div>\r\n  <\/div>\r\n<\/div>\r\n<\/div><div class=\"bde-advanced-tabs-content-744-600 bde-advanced-tabs-content\"><div tabindex=\"0\" role=\"tabpanel\" class=\"bde-tabs__panel js-panel\" id=\"\" aria-labelledby=\"\">\r\n  <div class=\"bde-tabs__panel-content\">\r\n    <div class=\"bde-text-744-618 bde-text\">\nSalesforce is responsible for: platform applications, identity and access management; hardware, data center and disaster recovery; operating system, network and firewall configuration; server-side data encryption, data integrity and networking traffic protection; as well as TaskRay data encryption and data integrity authentication, data storage and service delivery. In other words, everything Salesforce does to protect your data on their platform applies in the exact same way to your data in TaskRay.<br><br>Please refer to <a href=\"https:\/\/trust.salesforce.com\/en\/security\/\" targer=\"_blank\">Saleforce\u2019s Security site<\/a> for details.\n<\/div>\r\n  <\/div>\r\n<\/div>\r\n<\/div>\n<\/div>\n\n\n<\/div>\n<\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Your Data Is Secure With TaskRay We understand that data security and privacy are often at the top of the list when considering technologies for your business. Because TaskRay is 100% Salesforce native, it uses the same security and sharing controls you already know and trust within Salesforce. This makes TaskRay the secure solution for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","_breakdance_hide_in_design_set":false,"_breakdance_tags":"","footnotes":""},"class_list":["post-744","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Privacy &amp; Security &#187; TaskRay<\/title>\n<meta name=\"description\" content=\"Because TaskRay is 100% Salesforce native, it uses the same privacy and security sharing controls you already know &amp; trust within Salesforce.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Privacy &amp; 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