We want to create a checklist that can be used with certain types of policies. For example, when it's time for these insurance policies to renew, we would like to be able to tell the system that it's renewal time and have it remind us of the checklist that needs to be completed(would like a checklist rather than reminders for each item, just to many items). How do you create that in Salesforce? We need to have different "checklist's" available, depending on what type of policy it is. I'm a newbie, not even sure where to start...
2 respostas
You might consider setting up a Flow to prompt your users for the items in each checklist. Then, call the Flow from a Quick Action on the record. https://resources.docs.salesforce.com/sfdc/pdf/workbook_flow.pdf +1 for Jeff. To the question of making it remind you, you can always put a date field on the object that you're working on and have a workflow rule that sends an email to the record owner that it's time to fill out the checklist. Personally I would just do the checklist as an entirely separate custom object in all probability since there probably can be more than one checklist per record, but we'd need to know more about the object that the policies relate to). Or you could always just have a task assigned to the record to remind you to fill out the checklist on a specific date. I hope that helps.
