Checklist Manager

by Salesforce LabsSalesforceFree

Display ordered action lists on Salesforce Platform records and mark items complete.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Checklist Manager — screenshot from the Salesforce AppExchange listing

What it does

Checklist Manager places a preset to-do list on Salesforce object record pages. Buttons beside the entries let users record whether each action is complete. The displayed list can vary by record type, and its item order can be specified.

Key capabilities

from the Salesforce AppExchange listing

Record page lists

Places predefined action lists on object record pages in Salesforce Platform.

Completion updates

Uses adjacent buttons to update the status of checklist actions.

Record type rules

Displays different checklist items according to the record type.

Custom item order

Sets the sequence in which checklist entries are displayed.

In the catalog

642 plugins in Salesforce Platform · Productivity

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

More from Salesforce Labs

Similar plugins in Salesforce Platform · Productivity

View all 642 →

What the vendor says

«Checklist manager is a lightning component which is used to show a predefined checklist (to-do list) of action items on any object record page. This checklist can be updated by clicking the buttons available next to checklist items to track completion. Easy way to show checklist items on different object record pages …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified