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 applicabl...
Mon, Aug 27, 2018 at 1:20 PM
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. We provide Task sequences. The Checklist Editor allows easy definition of dependencies via point and click: Ple...
Thu, Aug 30, 2018 at 12:33 AM
Open Tasks
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...
Mon, Aug 27, 2018 at 1:19 PM
Task Management
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,...
Wed, Aug 22, 2018 at 7:11 PM
Micro-Tasks
Checklist items are templates for Salesforce Tasks. If you have many small tasks to be performed by a single person, this can be inefficient. Each item of ...
Thu, Sep 27, 2018 at 10:58 PM