Flexi Checklist | Smart, Configurable Checklists for Salesforce
Build configurable checklists in Salesforce, assign them by criteria, collect responses, and submit completed checklists for approval.
ClariumPaid
eCloudsPSA
by Enterprise Cloud Solutions, INCSalesforcePaid
Manages projects, employee data, time entries, billing, and accounting workflows in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
eCloudsPSA manages projects, milestones, tasks, team assignments, employee data, time entries, approvals, project financials, and resource allocation in Salesforce. Projects can be created from Salesforce opportunities using templates and selected milestones. Gantt views support day, week, and month timelines, with PDF export and task dependencies. The add-in includes billing events and integrations with Accounting Seed and QuickBooks Online.
Key capabilities
from the Salesforce AppExchange listingOpportunity Project Creation
Creates projects from Salesforce opportunities using templates and selected milestones.
Gantt Project Management
Provides day, week, and month Gantt views with milestone editing, task dependencies, task creation, and PDF export.
Employee Data Management
Stores employee and contractor information such as salary, hourly pay, project assignments, vacation, time off, and sickness.
Project Team Assignment
Assigns individuals to projects, sets company roles, and associates hourly rates with roles.
Time Entry Workflows
Supports daily and weekly time entry, editing before submission, favorite projects, and weekly submission.
Time Entry Approval
Notifies managers about submitted time entries and supports approval or rejection.
Project Financial Reporting
Centralizes project financial data, including individual project profit and loss, dashboards, and project resource allocation.
Billing Integrations
Connects with Accounting Seed and QuickBooks Online for two-week or monthly billing events and recurring billing.
Use cases
- Consultants managing several projects can enter time through a daily screen, while single-project work can use weekly entry.
- A closed/won opportunity can be converted into a project through the New Project workflow.
- External users can access the system through Customer Community.
Who it's for
The listing names consultants, managers, employees, contractors, customers, and external users.
How it compares
TimeGauge focuses on timesheet management in Salesforce, while eCloudsPSA also covers project creation, milestones, tasks, team assignments, employee data, approvals, project financials, and billing integrations. Flexi Checklist provides configurable checklists for Salesforce objects, whereas eCloudsPSA provides project, time entry, and billing workflows. Declarative Everything focuses on scheduled Salesforce flows and record processing, while eCloudsPSA focuses on project and workforce management.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| TimeGauge | Free | Cloud | |
| Flexi Checklist | Smart, Configurable Checklists for Salesforce | Paid | Cloud | |
| Declarative Everything (formerly Declarative Batch) | Paid | Cloud |
In the catalog
642 plugins in Salesforce Platform · Project Management
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
More from Enterprise Cloud Solutions, INC
Similar plugins in Salesforce Platform · Project Management
View all 642 →
Declarative Everything (formerly Declarative Batch)
Run scheduled Salesforce flows, package user setup, and add time and record-mapping tools without Apex code.
PowerBlocksPaid
TimeGauge
Manage timesheets, reminders, approvals, task tracking, and reports within Salesforce.
Infoglen TechnologiesFree
Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
What the vendor says
«eCloudsPSA™ is a 100% Salesforce native top-tier solution designed to elevate your project and employee management processes. Excellent time entry screens, including a daily screen for the Consultants that are managing many different projects. A separate weekly screen is also available when working on a single project …»
Official marketplace listing
Marketplace
Publisher
Enterprise Cloud Solutions, INC
Updated on marketplace
Facts verified