Checklist
Checklist
Checklist
Ask. Answer. Act.
Ask. Answer. Act.
Ask. Answer. Act.
Questions for Partners?
Questions for Partners?
Category
General
The work, tracked where the work lives.
Checklist puts repeatable process tracking directly on any Salesforce® record — no side spreadsheet, no separate app, no forcing every answer into a field that doesn't exist yet.
Checklist puts repeatable process tracking directly on any Salesforce® record — no side spreadsheet, no separate app, no forcing every answer into a field that doesn't exist yet.
Checklist puts repeatable process tracking directly on any Salesforce® record — no side spreadsheet, no separate app, no forcing every answer into a field that doesn't exist yet.
IOLITE products
1
Do I need a developer to set this up?
No — checklists, question types, and triggered actions are all built in a UI. If you can build a report, you can build a Checklist.
2
How is this different from Salesforce Tasks?
Tasks track one to-do at a time. Checklist captures structured questions and answers — with each answer able to trigger its own task, comment, or attachment — so you get both the data and the follow-up action in one place.
3
Can community users see and complete items?
Yes — Checklist works the same for internal and community (external) users, governed by the same Salesforce® security model you already have. People only see what they're authorized to see, exactly like every other part of your org.
4
Do I have to map every question to a Salesforce field?
No. Map only what you want to report on — everything else stays flexible, with no field required.
What it Does
Nine ways to ask a question
Text, number, text area, segment, checkbox, multiselect checkboxes, picklist, switch, date picker — whatever shape the answer needs, Checklist has it.
As easy as sending an email
No forced top-to-bottom flow. Skip ahead, come back, answer what's in front of you — your team decides the order, not the form.
On any record
Accounts, opportunities, cases, custom objects — if it's a Salesforce record, it can carry a checklist.
And when you want it in a report, it's ready.
Any question can be mapped directly onto the Salesforce record it's tied to — turning that answer into a real, reportable field, right alongside everything else on the record.
Every answer can trigger something
Attach a task, a comment, or a required attachment to any question — so an answer doesn't just get recorded, it can set the next step in motion.
Capture a signature, right on the spot
Need sign-off on a completed checklist? Capture a scribble signature directly in the app — a simple, visual confirmation, not a legal e-signature platform.
Every checklist becomes a record — and sometimes, a document.
A manufacturing customer uses Checklist to walk an inspector through an assembly line: is the wiring harness attached? Are the engine mounts secure? Each question can require a photo the moment the answer is yes. By the time the item's built, its entire inspection history is sitting on the record — output as a clean PDF, ready to serve as QA documentation for that specific unit.
An apartment management company uses it for move-in/move-out inspections: Is the kitchen counter damaged? Yes triggers a repair task. What's the condition of the living room blinds — in good order, needs repair, needs replacement? Each answer routes to a different team automatically: maintenance for a repair, office staff for a purchase.
That's possible because Checklist doesn't ask you to define a Salesforce field for every question in advance. Every scenario can capture something different — no field required, no limit on how many questions you ask.
Nine ways to ask a question
Text, number, text area, segment, checkbox, multiselect checkboxes, picklist, switch, date picker — whatever shape the answer needs, Checklist has it.
Every answer can trigger something
Attach a task, a comment, or a required attachment to any question — so an answer doesn't just get recorded, it can set the next step in motion.
As easy as sending an email
No forced top-to-bottom flow. Skip ahead, come back, answer what's in front of you — your team decides the order, not the form.
Capture a signature, right on the spot
Need sign-off on a completed checklist? Capture a scribble signature directly in the app — a simple, visual confirmation, not a legal e-signature platform.
On any record
Accounts, opportunities, cases, custom objects — if it's a Salesforce record, it can carry a checklist.
Every checklist becomes a record — and sometimes, a document.
A manufacturing customer uses Checklist to walk an inspector through an assembly line: is the wiring harness attached? Are the engine mounts secure? Each question can require a photo the moment the answer is yes. By the time the item's built, its entire inspection history is sitting on the record — output as a clean PDF, ready to serve as QA documentation for that specific unit.
An apartment management company uses it for move-in/move-out inspections: Is the kitchen counter damaged? Yes triggers a repair task. What's the condition of the living room blinds — in good order, needs repair, needs replacement? Each answer routes to a different team automatically: maintenance for a repair, office staff for a purchase.
That's possible because Checklist doesn't ask you to define a Salesforce field for every question in advance. Every scenario can capture something different — no field required, no limit on how many questions you ask.
And when you want it in a report, it's ready.
Any question can be mapped directly onto the Salesforce record it's tied to — turning that answer into a real, reportable field, right alongside everything else on the record.
Nine ways to ask a question
Text, number, text area, segment, checkbox, multiselect checkboxes, picklist, switch, date picker — whatever shape the answer needs, Checklist has it.
Every answer can trigger something
Attach a task, a comment, or a required attachment to any question — so an answer doesn't just get recorded, it can set the next step in motion.
As easy as sending an email
No forced top-to-bottom flow. Skip ahead, come back, answer what's in front of you — your team decides the order, not the form.
Capture a signature, right on the spot
Need sign-off on a completed checklist? Capture a scribble signature directly in the app — a simple, visual confirmation, not a legal e-signature platform.
On any record
Accounts, opportunities, cases, custom objects — if it's a Salesforce record, it can carry a checklist.
Every checklist becomes a record — and sometimes, a document.
A manufacturing customer uses Checklist to walk an inspector through an assembly line: is the wiring harness attached? Are the engine mounts secure? Each question can require a photo the moment the answer is yes. By the time the item's built, its entire inspection history is sitting on the record — output as a clean PDF, ready to serve as QA documentation for that specific unit.
An apartment management company uses it for move-in/move-out inspections: Is the kitchen counter damaged? Yes triggers a repair task. What's the condition of the living room blinds — in good order, needs repair, needs replacement? Each answer routes to a different team automatically: maintenance for a repair, office staff for a purchase.
That's possible because Checklist doesn't ask you to define a Salesforce field for every question in advance. Every scenario can capture something different — no field required, no limit on how many questions you ask.
And when you want it in a report, it's ready.
Any question can be mapped directly onto the Salesforce record it's tied to — turning that answer into a real, reportable field, right alongside everything else on the record.
Want to see the hard stuff made easy?
Reading about it is one thing. Watching it work is another. Tell us what you want to see, and we'll show you.
What Can We Do For You?
Want to see the hard stuff made easy?
Reading about it is one thing. Watching it work is another. Tell us what you want to see, and we'll show you.
What Can We Do For You?
Want to see the hard stuff made easy?
Reading about it is one thing. Watching it work is another. Tell us what you want to see, and we'll show you.
What Can We Do For You?
Want to see the hard stuff made easy?
Reading about it is one thing. Watching it work is another. Tell us what you want to see, and we'll show you.
What Can We Do For You?