UiPath CX Companion vs TaskRay Customer — Salesforce

UiPath CX Companion Salesforce Plug-in vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

UiPath CX Companion Salesforce Plug-in

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Embed UiPath CX Companion in Salesforce to give service and contact center teams a context-aware workspace for launching automations, apps, and AI agents—using secure external events for real-time data exchange.

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1. Listing metadata

Field-level data

	UiPath CX Companion Salesforce Plug-in	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Tagline	“Embed UiPath CX Companion in Salesforce to give service and contact center teams a context-aware workspace for launching automations, apps, and AI agents—using secure external events for real-time data exchange.”211 chars	“TaskRay is the go to Agentic Project Management Solution 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.”244 chars
Description	791 / 2000 chars40% used	1190 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	UiPath Inc.	TaskRay
Listed	April 2, 2026

At a glance

8 metrics · auto-computed

Feature comparison between UiPath CX Companion Salesforce Plug-in and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Metric	UiPath CX Companion Salesforce Plug-in	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Rating	—	5.0 ★
Total reviews	0	330
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	★ 3 tiers
Listed features	7	★ 9
Languages	1 supported	1 supported
Listed since	Apr 2026	Aug 2012

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs UiPath CX Companion Salesforce Plug-in's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: UiPath CX Companion Salesforce Plug-in at paid, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the larger user base (330 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. UiPath CX Companion Salesforce Plug-in's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — UiPath CX Companion Salesforce Plug-in's 0-review base may include the workflow context that matches your specific use case better than TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: UiPath CX Companion Salesforce Plug-in audit • TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

UiPath CX Companion Salesforce Plug-in

Out-of-the-box Salesforce embedding for CX Companion using external events.
Renders CX Companion in a Salesforce LWC iframe for in-context agent experiences.
Context-driven action discovery: show the right automations/apps/agents by record type (e.g., Case, Account).
360° customer view pulled from the host environment to reduce tab-switching.
One-click execution with prefilled inputs and run tracking inside the companion workspace.
Supports attended and unattended execution (with attended mode requiring UiPath Assistant).
No data persistence in CX Companion; it operates as a UI layer over deployed UiPath assets.

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	UiPath CX Companion Salesforce Plug-in	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
faster and	Not ranked	#1
project management	Not ranked	#1
project	Not ranked	#2

7. App details

Long-form description · keyword frequency

UiPath CX Companion Salesforce Plug-in

CX Companion is a productivity workspace built as a customizable Apps template that enables contact center representatives to view, run, and track automations, apps, and agents based on the context of incoming calls or service requests. It can be embedded in Salesforce (out of the box), embedded in other third‑party systems, or used standalone. With CX Companion embedded, agents can: • Access a 360° customer view by pulling data from the host system. • See and run the most relevant UiPath actions (automations, apps, agents) driven by case/account context. • Launch workflows that reduce swivel-chair work by executing steps across systems while the agent stays in Salesforce • Track execution status (start/end), and streamline handoffs with attended and unattended execution options.

Top keywords

agents3×2.50%
embedded3×2.50%
automations2×1.67%
companion2×1.67%
context2×1.67%
cx2×1.67%
cx companion2×1.67%
execution2×1.67%
run2×1.67%
salesforce2×1.67%
systems2×1.67%
track2×1.67%

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

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/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers

Frequently asked

Common questions about this comparison

Is UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Both UiPath CX Companion Salesforce Plug-in and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce offer paid plans only. UiPath CX Companion Salesforce Plug-in starts at paid; TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

AppRanks cannot separate these two on rating, because neither publishes one. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce does carry the larger published review base (330 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the deeper published review base (330 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

UiPath CX Companion Salesforce Plug-in typically suits early-stage and growth-mode teams based on its published review base (0 reviews). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

UiPath CX Companion Salesforce Plug-in vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

UiPath CX Companion Salesforce Plug-in

1. Listing metadata

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

UiPath CX Companion Salesforce Plug-in · 0 changes

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 8 changes

7. App details

Frequently asked

Is UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Should I choose UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which is faster to set up, UiPath CX Companion Salesforce Plug-in or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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