Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Loading
Loading
24Checklist- Checklists & To-Do Lists for any Salesforce object
Manage standard operating procedures (SOPs) on any record.
Overview
Checklists and To-Do Lists for any Salesforce object. Standardize tasks, ensure compliance & manage inspections. Mobile ready, no-code setup, real-time alerts and native reporting for any Salesforce object. Try now with a 14 days free trial!
See How 24Checklist- Checklists & To-Do Lists for any Salesforce object Works
INCREASE PRODUCTIVITY Stop using paper and Excel and go digital. Avoid wasting time with checklist distribution & results collection. Centralized data collection.
FLEXIBLE CHECKLIST CONFIGURATION • Reusable checklist templates • Supports OK/NOK, picklists, numeric, text (rich/plain), range, and timer-based checks • Trigger check escalations based on responses or time • Upload files & photos, add visual instructions
HASSLE-FREE CONFIGURATION. No-code setup, point-and-click checklist builder, intuitive user interface, fast deployment and flexible configuration options. Checklists per record type or other filter criteria.
IMPROVE CHECKLIST COMPLETION RATES 30% to 50% increase in on-time completions, assigned responsibilities & progress monitoring. Track checklist completion rates.
CUT CHECKLIST PROCESSING TIMES 90% reduction in processing time, automated reporting, instant data consolidation, elimination of manual data entry, efficient result analysis.
MOBILE-READY & CROSS-DEVICE COMPATIBILITY Responsive design, access on any device, Salesforce mobile app integration, on-the-go usability.
SEAMLESS SALESFORCE INTEGRATION Native Salesforce app, no external tools required, real-time synchronization, lightning support.
AUTOMATED ALERTS & WORKFLOW TRIGGERS Critical alerts, Salesforce Flow integration, Platform Event triggers, sequential task enforcement, dynamic checklist logic, automated follow-up.
SHORTEN FEEDBACK LOOPS End-to-end traceability, audit-ability, real-time progress tracking. Shorter feedback loops allow for early problem resolution & insights. Faster decision making, enhanced visibility.
Streamline quality & compliance processes in Salesforce with 24Checklist, the low-code checklist solution built for sales, service & process-driven teams. FLEXIBLE CHECKLIST CONFIGURATION • Reusable checklist templates • Supports OK/NOK, picklists, numeric, text (rich/plain), range, and timer-based checks • Trigger check escalations based on responses or time • Upload files & photos, add visual instructions EMBEDDED & SCALABLE CHECKLIST EXECUTION • Attach to any Standard or Custom Object • Enforce step order, show progress indicators • Reuse checks, version control, publish/deprecate easily • Embed in Screen Flows or Lightning Components CUSTOMIZATION & INTEGRATION • Rule-based checklist visibility using record fields • Trigger Salesforce Flows via Platform Events • Report on checklist outcomes via Reports & Dashboards USER EXPERIENCE • Add tooltips, images, placeholders, contextual hints • 100% Lightning UI with native look & feel • Fully mobile responsive - works on any device Request a demo: sales@24flow.eu Start your 14-day Free Trial 24Checklist empowers teams to digitize paper processes, ensure process compliance, improve traceability and drive automation.
Categories
- Business Needs
- SalesProductivityCustomer Service
- Industries
- Horizontal ProductEngineering, Construction, & Real EstateManufacturing
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
