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Document Checklists

document checklists
Are you utilizing the Checklist for Salesforce app? If not, you may want to consider it for future implementations. We’ve found it can be extremely valuable for managing documents on Salesforce. Benefits of the Checklist for Salesforce app include:

  1. 1. Gives your Borrowers, Vendors, and Dealers a place to upload their documents directly to the Checklist
  2. 2. Allows internal employees to Drag & Drop documents in to the Checklist
  3. 3. Creates a complete audit trail to ensure all necessary documents are receive
  4. 4. Integrates with Salesforce Native Files,, and Dropbox

To see this app in action, check out this short overview video.