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Checklist - Implement Procedures, Methodologies, and Compliance

By Accorto, Inc.

Add Tasks from Checklists to any Salesforce or Custom Object

$180   USD/user/year

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Business Need
Project Management
Process Management
Admin & Developer Tools
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Native Application to add Checklist Tasks to any Salesforce or Custom Object. Add recurring tasks to any object to support Action Plans, Business Rules, Methodologies or Compliance. Checklists tasks can depend on the completion of prior tasks.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Native Salesforce Application. For a demo, installation or help, pick a good time for you at https://meet.accorto.com/checklist Support_Documentation at https://support.checklist4sf.com

App Details

Version
CheckList/cl_26-08-12a 1.103.0
Listed On
03/08/2018
Latest Release
08/12/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 11
App Builder: 3
Community Builder: 3
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.76.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/07/2020

Additional Details

The proven tool to reach goals with consistency, Checklists are a template to create Salesforce Tasks for you and your team to perform. Checklists can be general or for specific Objects (e.g. Accounts, Opportunities) even with certain conditions (e.g. Accounts with a rating of warm). You can add Tasks manually - or automatically (e.g. when a new Account is created or the Opportunity is closed). Microtasks (checklist within tasks) reduce the number of tasks with step-by-step guidance. The created tasks can be active all at once - or activated when prerequisite tasks are completed. Recurring Checklist with the ability to cancel not completed tasks. Activity Timeline with microtask support and Inline Edit. For a demo or any questions, pick a good time for you at https://checklist4sf.pick4d.app

Need help?

Accorto, Inc.

Portland, OR, USA

24x7 Online Support: email: support@checklist4sf.com -- web: https://support.checjlist4sf.com or via phone

Support Phone(650) 227-3271
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