Checklist Structure : Checklist for Salesforce

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Modified on: Thu, Apr 23, 2020 at 2:41 PM

The main entities and their relationships:

- Checklists have (multiple) Checklist Items

- Checklist Items are the template for a Salesforce Task

- When a checklist is added to a specific Record, a Checklist Instance is created linking all the Tasks for the record

more detailed:

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