Create Picklists.
- From Setup, click Object Manager and select Lead.
- Select Fields & Relationships and click New.
- Select Picklist as the Data Type.
- Click Next and fill in the details.
- Enter Region for the Field Label.
- Select Use global picklist value set, then select Region from the picklist.
- For Description, enter: Customer’s geographical region—for sales operations use only.
- For Help Text, enter: In which region is the customer based?
- Click Next.
- Select the checkbox in the Read-Only column header.
How do I add a checklist to a Salesforce page?
To add a checklist to any Object, select a record and click on the Gear Icon to “Edit Page” In the Page Editor, Drag the component “CheckListAdd” to the page, e.g. right column Then, activate (assign to users) and save as usual. If you do not see the Custom Component on the list, make sure that you have the Salesforce “My Domain” enabled.
How do I create a list in Salesforce for campaigns?
How do I create a list in Salesforce for Campaigns? [Gmail] 1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list. 4. Click “Go” to see the contact list and fields for the selected view.
How do I add a checklist to a record?
To add a checklist to any Object, select a record and click on the Gear Icon to “Edit Page” In the Page Editor, Drag the component “CheckListAdd” to the page, e.g. right column
How do I create a picklist in Salesforce?
Create Picklists 1 From Setup, click Home. 2 Enter Picklist Value Sets in the Quick Find box and select Picklist Value Sets. 3 Click New and fill in the details. Field Value Label Region Description For use in region fields throughout AW’s org. ... 4 Click Save.
How do I create a checklist field in Salesforce?
0:013:48[Salesforce] HOW TO ADD A CHECKBOX FIELD - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can click the gear icon. And either go set up or you can go to edit object because we're settingMoreYou can click the gear icon. And either go set up or you can go to edit object because we're setting up a field on the opportunity object i'm going to edit the object.
How do you construct a checklist?
But not all checklists are created equal!...How to create your checklistStep 1: Do a “brain dump” ... Step 2: Organize and prioritize tasks. ... Step 3: Put them on your to-do list. ... Step 4: Check off each item as you complete it. ... Step 5: Continue adding items as they come up.
How do I add a checklist to click up?
To apply a checklist template:Hover over + Add Checklist in the To Do section of the task modal.Click Use Template.Select one of your checklist templates!Click Use Template to confirm.
What is a checklist template?
A checklist template is a document that lists up all the items for quick recall. People often tend to forget the things that are to be carried or the activities to be executed.
How do I make a digital checklist?
0:003:39How to Make a Digital Checklist in Google Sheets - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then you can double click on any of these tasks. And add in the name of your activity orMoreAnd then you can double click on any of these tasks. And add in the name of your activity or worksheet or quiz or whatever it is that you want to keep track of.
What are the types of checklist?
Here are five types of checklists you can use to make your workplace safer and more efficient:To-do Checklists. This is the most common type of checklist. ... Training Checklists. ... Task Checklist. ... Troubleshooting Checklist. ... Coordination Checklists.
How do I make a weekly checklist?
Assess your weekly tasksQuickly write down everything you need to do (don't bother about making it fancy, a rough list will do)Add clarifying information to any vague items — e.g. 'write post' becomes 'write one guest post'Remove anything that needs doing less often than weekly, or is a one-off task.
How do you close a click up task?
You can close a task and view it later by clicking on Show Closed in your List view, or alternatively, filter to view your closed tasks in the view.
How do you use Click up in project management?
0:0559:33ClickUp project management for beginners - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow do i effectively communicate with teammates. And perhaps clients how do i navigate task featuresMoreHow do i effectively communicate with teammates. And perhaps clients how do i navigate task features. And of course report on high level project data and manage capacity.
What should a checklist contain?
A typical checklist should have the following items:Give a name to your checklist. The name of the checklist represents the purpose and use of creating it.Date / Date range. ... Add tasks in your checklist. ... Continue repeating for every task.
How do you use checklists?
You can use the checklists for the following tasks: Carrying out activities in which it is important that no step is forgotten and / or tasks must be done in an established order....Each item must be clear and succinct. ... Organize the items by category. ... They must be easy to understand and use. ... Keep refining the checklist.
What makes a good checklist?
Gawande says a good checklist is precise, efficient, and easy to use even in the most difficult situations. It should provide reminders of only the most important steps, rather than trying to spell out everything—after all, a checklist can't do your job for you. And above all, a checklist should be practical.
Feature Summary
You can can add checklists manually to any objects, creating Salesforce Tasks.
Check Task Status and Progress
In addition to the standard Salesforce Task management, use Open Tasks to check progress on with or without details.
How to create a new view in Salesforce?
1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Click “Create New View.”. From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list.
How to view contacts in Salesforce?
1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list. 4. Click “Go” to see the contact list and fields for the selected view.
Overview
Checklist 4Sf provides templates to create Salesforce Tasks and provides comprehensive Task Management and Reporting
Use Checklist
Check also the use videos in the Demo - Documentation for the Salesforce Classic UI
Implement
To add a checklist to any Object, select a record and click on the Gear Icon to “Edit Page”
Introduction
Sales Operations divides AW Computing’s sales territory into regions and zones. Yuko Ishikawa would like to be able to identify each account record by its region and zone.
Create Field Dependencies
Create a dependency between these two picklists, so that when a Region is selected, only respective zones are available in the Zone field.
How many levels can a list contain?
A list can contain up to seven levels of nested collections inside it, that is, up to eight levels overall. To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: // Create an empty list of String.
What is a list in data?
A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.
