http://ec2-34-192-228-114.compute-1.amazonaws.com/ 2026-08-03T22:49:25-0700 http://ec2-34-192-228-114.compute-1.amazonaws.com/ http://ec2-34-192-228-114.compute-1.amazonaws.com/lib/tpl/bootstrap3/images/favicon.ico text/html 2017-04-17T21:36:23-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=checkbox&rev=1492490183&do=diff To Create a Question, Answer and Action, follow these steps: # Step Action Image 1 Navigate to the Edit Questions screen Choose Versions from the Options menu; Click on Edit for the Development Version; Open Chapters, Sections and Questions to click on the Pencil Icon (Edit) for Questions; Click Add New. text/html 2017-01-16T08:39:12-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=checklist&rev=1484584752&do=diff CHECKLISTS This is the new Checklists tab. Please enjoy your stay I will now add an image text/html 2017-09-05T11:31:18-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=checklist_entry_exit&rev=1504636278&do=diff The Checklist Entry/Exit page allows you to enable advanced controls on how you access a Checklist. The Checklist Entry section highlights 2 ways you can initiate a Checklist. First via custom button, copy the URL from the display, and during the button click, substitute the recordid of the checklist instance for the text/html 2018-05-02T13:52:04-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=checklists&rev=1525294324&do=diff Checklist * Installation Guide * Quick Start * Creating a Template * Understanding Versions * Creating a Question * Setting Up Questions, Answers, Actions * Creating a Checklist Instance * General * Visibility * User Interface * Checklist Entry/Exit * Field Mapping * Mapping a Non-Standard Object * Export Settings * Deactivate * Clone text/html 2017-04-27T21:17:53-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=clone&rev=1493353073&do=diff To clone a checklist - select the Clone option from the menu. This will clone all of the questions, answers and actions. The user can name the new Checklist Template or accept the default suggested by the system. text/html 2017-01-16T09:10:47-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=cloud_hoops&rev=1484586647&do=diff Cloud Hoops text/html 2017-04-17T13:26:16-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=creating_a_question&rev=1492460776&do=diff Each time you create a Question - the Question will be saved in the repository of Questions. The Answer set (if the Question has one) will be saved along with it. In addition, the Action selections associated with the Answers are retained. E.g. if the user has marked an Attachment as required for a particular response - then that Question will always require an Attachment for that response. text/html 2017-04-16T20:51:14-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=creating_a_template&rev=1492401074&do=diff Create a template by following the steps in the Quick Start Guide: * Create Chapters * Create Sections * Create Questions You must create at least one Chapter before creating a Section, and you must create at least one Section before creating a Question. text/html 2017-04-27T21:29:08-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=deactivate&rev=1493353748&do=diff If a user wishes to deactivate a Template, then navigate to the Deactivate Option. By selecting Deactivate, any existing (in flight) Checklists will be allowed to complete. New Checklist instances using this Template will not be allowed. If a user wishes to re-activate a deactivated Template, then select the Template main menu. There will be a display listing all inactive Templates. The user can select a Deactivated Checklist and Re-Activate it. Note: this option is only displayed if the… text/html 2017-01-16T09:09:55-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=dupe_tool&rev=1484586595&do=diff Dupe Tool text/html 2017-08-31T12:28:35-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=emfluence&rev=1504207715&do=diff emfluence * emfluence Installation Guide * emfluence Configuration * emfluence Quick Start text/html 2017-09-01T08:58:10-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=emfluence_configuration&rev=1504281490&do=diff Configuration Guide Some text here # Step Action Image 1 Open emfluence Application In the Salesforce App Menu, Navigate to the Emfluence app and select it 2 AuthenticationSelect the “Emfluence Admin” tab from the tab menu across the top of the Salesforce page. Enter the Client ID and Client Secret and click text/html 2017-09-01T05:55:48-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=emfluence_installation_guide&rev=1504270548&do=diff emfluence Installation Iolite will perform all of the initial installation into Salseforce. Before the installation can begin you should complete the first 3 in Emfluence steps to prepare: # Step Action Image 1 text/html 2017-09-05T07:53:50-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=emfluence_quick_start&rev=1504623230&do=diff Quick Start Logging in to emfluence from Salesforce # Step Action Image 1 Open Application Open the IOLITE emfluence app in the App Menu 2 Loging in to emfluence Navigate to the “Marketing Platform” tab and log in with your emfluence credentials text/html 2017-09-05T12:44:52-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=export_settings&rev=1504640692&do=diff The Export Settings screen allows you to define the output of a Checklist into a PDF. The top section of the screen allows you to upload Header and Footer images (width = 700 pixels) which will be included on the PDF. The bottom section of the screen allows you to indicate for each question if it should be included on the PDF. Suppressing a question is good for sensitive information that should not be distributed in print format (e.g. SSN or Asset Value information). If needed, you can s… text/html 2017-09-05T13:25:34-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=field_mapping&rev=1504643134&do=diff Field Mapping allows you to update data that is input into a Checklist into specific fields on a Salesforce Object First, Select the Related Object you wish to attach the Checklist to. Standard selections are Account, Contact. If you wish to attach the checklist to a different object - please see the text/html 2017-04-27T19:59:28-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=general&rev=1493348368&do=diff From the General menu option, you can edit the name of the checklist and also enable attachments. Attachments must be enabled before any attachment can be added to any of the checklist questions. text/html 2017-09-05T13:24:05-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=mapping_a_non-standard_object&rev=1504643045&do=diff If you want to have your Checklist attached to an object other that Account or Contact, you will need to add the Object to the Custom Settings record for Checklist Object. # Step Action Image 1 Navigate to Custom Settings text/html 2017-01-16T09:10:30-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=opportunity_poker&rev=1484586630&do=diff Opportunity Poker text/html 2017-11-09T08:49:55-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=optimail&rev=1510246195&do=diff OptiMail text/html 2017-04-17T08:34:28-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=quick_start&rev=1492443268&do=diff Quick Start The purpose of this page is to allow a user to quickly generate a Checklist using basic editing steps. More advanced features and details about the features are contained in the remainder of this manual. Once the Checklist application has been installed, and the installation instructions have been completed, perform the following steps: text/html 2017-10-01T20:34:58-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=sidebar&rev=1506915298&do=diff Documentation Menu Productivity Suite Checklists emfluence Optimail Workplanning Tool Spreadsheet Muncher Dupe Tools Performance Suite Opportunity Poker Cloud Hoops text/html 2017-01-16T09:10:16-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=spreadsheet_muncher&rev=1484586616&do=diff Spreadsheet Muncher text/html 2017-10-24T08:31:05-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=start&rev=1508859065&do=diff Welcome IOLITE provides powerful tools for Salesforce Administrators and Users to help boost productivity and performance. We're very excited about the many tools we have available to our customers. This Wiki contains documentation for all of our products - whether they're in production, or if they're in Alpha or Beta testing. If you see something you'd like to explore more - please contact us. We'd be happy to assist you - or make you a part of our customer testing team. text/html 2017-04-17T20:10:27-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=understanding_versions&rev=1492485027&do=diff Versions are created each time you Deploy a Checklist. In order to preserve integrity within each Checklist instance, any Checklist instance started on a particular version will remain on that version - even if a newer Template version is deployed while the Checklist is still open. text/html 2017-04-27T20:59:23-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=user_interface&rev=1493351963&do=diff The User Interface Option allows for 3 functions to control the user interface behavior. The first function is to select the primary color that the user will see on the Checklist section indicators. The user can select one of the colors displayed on the palate, or they can input the HEX value of the color they wish to display for the users viewing the Checklist. text/html 2017-04-27T21:01:30-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=visibility&rev=1493352090&do=diff From the Visibility menu option, you can specify if the checklist instances are Public - meaning that all users can see all Checklists that are created. This option should be used if you intend to allow collaboration on Checklists. One user can start a Checklist, and another user can view, access, and continue to answer questions. text/html 2017-11-09T08:49:09-0700 Anonymous (anonymous@undisclosed.example.com) http://ec2-34-192-228-114.compute-1.amazonaws.com/doku.php?id=work_planning_tool&rev=1510246149&do=diff Work Planning Tool WORK PLANNING TOOL