Checklist for Salesforce

Checklists prevent mistakes and are widely used to achieve repeatable, reliable outcomes. Checklist for Salesforce is a native Salesforce package improv...

In the Lightning  Salesforce User Interface, just add the component to the page (see setup). Select one or more of the Checklists, which are applicabl...

To use Checklist for Salesforce, and after the button was added to the Page Layout (see setup), just click it: Add checklists for a record This opens...

A checklist is usually a simple list. We provide Task sequences. The Checklist Editor allows easy definition of dependencies via point and click: Ple...

The Open Tasks Tab lets you view all open Tasks with references to Salesforce Objects (Account, Lead, Opportunity, ..) or custom objects. Also check the Ta...

Checklists create Tasks in Salesforce and you can use all the Task Management and Reporting facilities in Salesforce. In addition to the Open Tasks Tab,...

Checklist items are templates for Salesforce Tasks. If you have many small tasks for a single person, this can be inefficient. Each item of a Checklist ...

When you create Tasks from a checklist, we create a checklist instance. You find the Instances in the related list of Checklists. This allows you to tr...

When you evidently created Tasks from a Checklist or the Tasks are no longer applicable, you can delete them in bulk rather than individually. When you ...

Salesforce provides the Task Status: Completed. If you want to differentiate between completed and canceled tasks, set up the status as below. Use If ...