Checklist - Implement Procedures, Methodologies, and Compliance

Finally—A True Step-by-Step Checklist Tool for Salesforce!

After years of trying to cobble together task lists and process guidance using native Salesforce tools (like Task Queues, Path, and Flows), I was genuinely frustrated with how limited they are for creating structured, repeatable, step-by-step checklists that my team could actually follow. Checklist for Salesforce solved that problem immediately. It’s intuitive, flexible, and designed for real-world use—especially if you need to ensure consistency across users or departments. The interface makes it easy to create multi-step checklists tied directly to records, track progress, and even enforce completion order when needed. My team picked it up quickly, and adoption has been excellent. Pros: True sequential “check off” workflow (not just tasks in disguise) Simple to deploy and customize per record type Great visibility for managers—no more “Did they actually do that step?” confusion Plays nicely with Salesforce automation and reporting Cons: I wish Salesforce had built something like this natively years ago! If your team relies on process adherence—whether for onboarding, client setup, or QA—this app is a must-have. It fills a huge gap in Salesforce functionality.

Wonderful Product

My team was looking for a solution to tracking transactions and other opportunities within our SF org, we stumbled across the Checklist 4 SF application and after we demo'd we found the best solution to allow interactive view for our team to track and identify stages of opportunities. After, we met with Jorg Janke and he helped us install and gave a more in-depth demo of further use cases that we are working through right now, which was fantastic. Highly recommend, this solution is super easy to use, very effective, and allows for easy integration into the ORG and for the users.

First class service from Jorg Janke today on multiple issues

I want to take a minute to tell everyone about the service that I get from Accorto on their Checklist product. Not only is the product itself fantastic but Jorg is always there to support us. He always has a kind word and is always super knowledgeable on the product and its integration with Salesforce. Today we had a couple of issues regarding some new processes we wanted to implement. He helped us update the product, then walked us through the steps needed to implement the processes we wanted. As always, it is a pleasure working with you all. The service always fast, efficient, and friendly. Steve Connelly IntraFi Network LLC

Great Tool & Experience

This tool has fantastic functionality! Our client had a unique use case where large numbers of Tasks were required with each Opportunity. The Checklist tool allowed for a repeatable process that gave them significantly improved visibility into the status of their Tasks. The customer service is also top-notch. I would highly recommend this tool to others.

Great tool!

Checklist gives so much more flexibility to the task record! Being able to create a cadence of tasks, including dependencies on previous tasks or scheduling them based on a specific value is priceless, and the support is exceptional! This will be one that I recommend without a doubt!

Amazing app and support!

We have been searching for an application to help manage our tasks and I am so happy we found the Checklist app by Accorto!! It is extremely easy to use, includes additional viewing options for our tasks and allows us to easily setup tasks that include microtasks. On top of that the app is very affordable and comes with outstanding online documentation and the option to schedule a meeting for personal assistance. In fact, I had a support meeting today which was available in a short period of time and Jorge answered all of my questions. This app is worth every penny if you work with a lot of checklist tasks that include microtasks!

Invaluable tool for our team!

Prior to our discovery of this app, we had painstakingly develop checklists in APEX that were challenging to customize and lead to an avoidance of improvements. Now, the non-programmers on our team can easily build and customize some fairly intricate lists. When we had an unusual request tied to custom objects, the developer was gracious to learn the specifics of our challenge, and create a simple solution (and issued a new version) in less than 1 week. A+++ experience!

Best checklist app

The checklist addressed many of our challenging use cases surrounding daily, recurring and custom to do lists. I cannot enough great things about the level of support we received from Accorto. The brief review does not do justice. Highly recommended.

The Task Template Solution we've been waiting for!

Checklists is a fantastic and affordable solution for instances where users frequently carry out the same set of tasks for certain types of jobs. For example: - Processing a New Sale - Onboarding a new customer - Cancelling an Account My favourite features are: - I'm easily able to reorder Tasks in a template when required - Ability to Clone Checklists and their Items - Ability to import templates from a spreadsheet - Support is really good too - fast support responses and fixes to any issues! Highly recommend this solution!

Easy Effective Tool for Tasks

Checklist is a very simple and easy tool to implement and very effective for managing templates of tasks required for specific processes. It has the ability to dynamically assign users, restrict to Objects and automate the checklist assignment via flows, which is super useful! Its a low cost solution that has great benefits, and through our research it was the only app that ticked all the boxes for our requirements. I would highly recommend using Checklist!