Checklist Use

Checklist for Salesforce Use

Why Checklist for Salesforce
Checklists prevent mistakes and are widely used to achieve repeatable, reliable outcomes. Checklist for Salesforce is a native Salesforce package improv...
Wed, Feb 7, 2018 at 11:54 AM
Use in Lightning
In the Lightning  Salesforce User Interface, just add the component to the page (see setup). Select one or more of the Checklists, which are applicable...
Tue, Feb 6, 2018 at 11:23 AM
Use in Classic
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...
Tue, Feb 6, 2018 at 11:22 AM
Checklist Workflow (Editor)
A checklist is usually a simple list.   In addition to assigning Tasks to different users, we added the ability to add dependencies.  Now the Tasks are in...
Tue, Apr 24, 2018 at 4:14 PM
Open Tasks
The Open Tasks Tab lets you view all open Tasks with references to Salesforce Objects (Account, Lead, Opportunity, ..) or custom objects. Query Only Yo...
Mon, Apr 2, 2018 at 3:11 PM