Checklist 4SF in Classic

Documentation for the Salesforce classic UI

Use Classic UI

Click on the “Add Checklist” button:

Then in the popup:

select the checklist to add

and enter/update the details and press Save to create the Tasks.

Implement for Classic UI

For the classic UI, go to the Object you want to add Checklists to. The steps:

• Create a Button - already done for Opportunities, Accounts, Leads, Contacts, Quotes
• Add the Button to the Page Layout

Add a button

Navigate to add the button

    > Setup > Customize > e.g. Quotes > Buttons, Links, and Actions
    -or- for custom objects
    > Setup > Create > Objects > e.g. yourObject > scroll down to Buttons, Links, and Actions

Click on “New Button and Link”

For the Content Source select URL

In the Content add and fill in the right the object reference, examples:

    {!URLFOR("/apex/acheck__AddCheckList", null, [id=Opportunity.Id])}
    {!URLFOR("/apex/acheck__AddCheckList", null, [id=MyObject__c.Id])}

(enter just one line with your object reference)

Add to the Page Layout

Add the Button to your Page Layout

    > Setup > Customize > e.g. Quotes > Page Layouts
    -or- for custom objects
    > Setup > Create > Objects > e.g. yourObject > scroll down to Page Layouts

• In the upper selection panel, click on Buttons
• Drag the Button to the Custom Buttons area
• Save the Layout