Checklist Setup

Setup Checklist for Salesforce - for a demo, installation or help pick a good time for you at https://quando.accorto.com

Checklist License Benefits
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...
Fri, Mar 25, 2022 at 8:24 AM
Prerequisites
Please check the following prerequisites: Check the Checklist Editor Connected Apps settings For Lightning setup MyDomain (to access the components) ...
Mon, Jan 7, 2019 at 4:34 PM
Lightning Setup
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...
Mon, Sep 30, 2019 at 10:33 AM
Classic Setup
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...
Wed, Sep 5, 2018 at 1:01 PM
Checklist Setup
Maintain Checklists in the Checklist Tab. The main fields are: Name - the name of the checklist for selections Code - optional internal name, also us...
Sun, Jan 26, 2020 at 5:07 PM
Checklist Item Setup
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...
Mon, Sep 19, 2022 at 8:55 PM
Checklist Item Tasks
After adding a new or updating a Checklist Item, it will be automatically used for future "Add Checklist" instances. You can also manually create...
Mon, Sep 19, 2022 at 8:29 PM
Automate Tasks
Automatically create tasks via custom Flow, Process Builder, or Apex Trigger Prerequisites: In the checklist you usually want to use the following sett...
Tue, Jun 7, 2022 at 12:19 PM
Custom Fields
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). ...
Wed, Aug 22, 2018 at 2:43 PM
Sharing Tasks
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....
Tue, Feb 12, 2019 at 4:28 PM