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Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

By Platinum Cubed

Ready, Set, Done! Fast-Track Multi-Step Approvals & Speed Up Complex Tasks

$25   USD/user/month
Try It
Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Business Need
Collaboration
Contract Management
Document Management
Requires
None
Compatible With
Service Cloud
Platform Cloud
Experience Cloud

Ready, set, done! ✅Streamline Approvals ✅ Simplify Collaboration ✅ Speed Up Task Completion Checklist3 helps mortgage lenders, private equity firms, real estate companies, underwriting teams & other businesses use SF to work smart & move fast.

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.
Service Cloud
Platform Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
P3 Checklist/P3 Checklist 1.17.0
Listed On
12/06/2023
Latest Release
03/07/2024
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
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: 3
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 1
Community Builder: 1
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.
1.13.0
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.
09/12/2023

Additional Details

Looking for a solution to help make your processes faster, more efficient, and better for team members, partners, vendors, and customers? Inspired by popular demand and years of experience, Checklist3 by Platinum Cubed is a flexible, scalable solution designed to help your team use Salesforce to: ✓Set up and complete multi-step checklists ✓Secure multiple approvals quickly ✓Collaborate internally and with 3rd parties ✓Collect, review, organize & share documents ✓Keep up with deadlines, next steps & completion status ✓Streamline, automate & improve your processes Checklist3 Benefits: ✓Time & money savings ✓Improved accuracy & fewer mistakes ✓Better experience for everyone involved Checklist3 Features: ✓Customizable templates ✓Recurring task management ✓Built-in task dependencies ✓Status updates ✓Detailed reporting ✓Document organization & sharing ✓Task automation Checklist3 is ideal for: ✓Real Estate ✓Private Equity ✓Mortgage & Lending ✓Companies with processes requiring multiple steps, stakeholders & approvals Checklist3 Use Cases: ✓Underwriting ✓Mortgage & Loan Approvals ✓Due Diligence ✓Compliance ✓Vendor & Customer Onboarding ✓Vendor Management ✓Licensing

Need help?

Platinum Cubed

Support Phone917-209-9631
Other ResourcesEmailTerms & Conditions