Checklist Setup

Setup Checklist for Salesforce

Lightning Setup
The setup in Lightning is easy - just add the Component to the page: In the Top Header click on the Setup button and select "Edit Page": Ligh...
Mon, Feb 5, 2018 at 10:37 PM
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...
Sun, Apr 1, 2018 at 7:32 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...
Thu, Aug 2, 2018 at 9:06 PM
Checklist Item Setup
A Checklist can have one or many Items. The items are the template to create the actual Tasks. The main fields: Name Code - optional for sorting Sub...
Tue, Apr 24, 2018 at 4:11 PM
Automate Tasks
Automatically create tasks via custom Triggers or Process Builder. Create a new Process in Process Builder Add Object - select any criteria suitable f...
Thu, Aug 2, 2018 at 12:04 PM