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
yChecklists | Get things done, stay motivated, save time, and avoid mistakes
Easy-to-use, native, customisable checklist management for Salesforce
Overview
Define checklists that your users can tailor and add to any record, enabling them to stay on top of their tasks, comply with your business processes, avoid potential mistakes, and get the satisfaction of completing their to-do list.
See How yChecklists | Get things done, stay motivated, save time, and avoid mistakes Works
EASY-TO-USE CHECKLISTS Your employees will be able to easily add new checklists on a record so they can organise their work better and avoid forgetting any task.
CUSTOMISABLE TEMPLATES Your administrators will be able to define checklist templates that fit your business processes, saving time and money for the whole company.
AUTOMATION-READY Checklists can be created manually from record pages, and also automatically with processes, flows, or Apex code.
✔ Create checklist templates and restrict their usage based on: ---- Objects (e.g. Accounts, Contacts, etc...) ---- Record criteria (e.g. Account Type = New) ---- Number of checklist instances per record ✔ Predefine who the task owner will be: ---- A particular user ---- A task queue ---- A field with the user ID ✔ Predefine what the checklist tasks due date will be: ---- Relative to the checklist creation date ---- Relative to a date field on a related record (e.g. CloseDate on Opportunity) ✔ Feature templates to highlight them to your users ✔ Clone existing templates with their tasks ✔ Create checklists manually from record pages, or automatically from processes, flows, or Apex code. ✔ Automatically update the task due date when the tracked date field is changed ✔ Track your tasks with the Kanban, Table, or Split views ✔ Monitor usage using reports and dashboards ✔ Responsive and future-proof: built using Lightning Web Components ✔ Minimal architecture: it won't clutter your org ✔ Fully translatable into any language
Categories
- Business Needs
- ProductivityAgent ProductivityData Management
- Industries
- Horizontal ProductEducationFinancial Services
- Personas
- AdministratorBusiness Operations Manager
- 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.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 ShieldManaged PackageLightning App BuilderSalesforce Mobile
