The Intake Checklist in Salesforce is a useful module that lists all the steps required to complete the Intake process. This checklist helps ensure that no action is skipped. The Intake Checklist is also helpful for navigating Intake records in a specific order and guiding users through necessary tasks like completing assessments and collecting personal information.
Intake Checklists use Action Plan templates to build individual checklists that are meaningful to your organization. They are also customizable so that users can add them to Intake records using your organization’s guidelines.