Checklist 4Sf Demo

Checklist 4Sf Demo

Short demonstration of the application functionality.

For a custom demo,   Pick a good time for you


Overview

Overview of the checklist apps - use - setup - manage

Checklist Use

Add Checklist to record

Add Checklist to an Opportunity (create tasks)

Micro Tasks

As an alternative to creating individual Salesforce tasks, you can create micro tasks within a tasks. This is especially useful for small guidance steps without the overhead of a 'full' task.

Setup

Create a Checklist

Create a checklist and checklist items

Add Checklist to Record Pages

Add the Add Checklist component to a Record Page. It is only visible to users with a license.

Home Page

Add the Task Management component to the Home Page. It is only visible to users with a license.