Checklist for Salesforce

When creating simple Tasks from a Checklist, there is no need for the task user to have a license.  The non-licensed user has all the standard Salesforce t...

Please check the following prerequisites: Check the Checklist Editor Connected Apps settings For Lightning setup MyDomain (to access the components) ...

The setup in Lightning is easy - just add the "Add Checklist" Component to the page where you want to use/create checklists (e.g. Account, Lead, O...

To setup Checklist for Salesforce in classic, you need to create a button and add the button to the Page Layout. As the first step, create the button fo...

Maintain Checklists in the Checklist Tab. The main fields are: Name - the name of the checklist for selections Code - optional internal name, also us...

A Checklist can have one or many Items. The items are the template to create the actual Tasks. The main Checklist Item fields: Name Code - optional f...

After adding a new or updating a Checklist Item, it will be automatically used for future "Add Checklist" instances. You can also manually create...

Automatically create tasks via custom Flow, Process Builder, or Apex Trigger Prerequisites: In the checklist you usually want to use the following sett...

When you add custom fields to the Task object, you can copy values from Checklist or Checklist items and display the columns (in Classic Add Checklist). ...

In Salesforce, Tasks are assigned to an individual User. With that, by default tasks of a User are only visible to the assigned user and Administrators....