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            Create a Document Checklist Item

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            1. Salesforce Help
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            3. Document Checklist Items

            Create a Document Checklist Item

            To encourage your customers to provide required documents, create document checklist items that help manage file uploads and approvals.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management

            You can create document checklist items for these objects:

            • Account
            • Applicant
            • Application Form
            • Business License Application
            • Business Milestone
            • Campaign
            • Case
            • Contact
            • Contract
            • Claim
            • Dispute
            • Dispute Item Chargeback
            • Financial Deal
            • Individual Application
            • Insurance Policy Coverage
            • Insurance Policy
            • Lead
            • Opportunity
            • Party Profile
            • Person Life Event
            • Public Complaint
            • Preliminary Application Ref.
            • Regulatory Code Violation
            • Residential Loan Application
            • Violation Enforcement Action
            • Visit

            You can also relate document checklist items to action plan templates, and generate similar checklist items when action plans are created from those templates.

            For example, to create a document checklist item for an opportunity:

            1. Open the opportunity that you want to create a document checklist item for.
            2. Under Related, click the dropdown list to the right of Document Checklist Items, and select New.
            3. Enter a name for the required document.
            4. If your company uses document types, select the appropriate document type.
            5. (Optional) Under File Pertains To, specify the contact or user that the associated file relates to.
              Note
              Note
              • The File Pertains To field only indicates the parent record information. You can see the DCI under the related lists of the target object records only.
              • The File Pertains To field was previously required, but it becomes optional with the Winter ‘21 release.
            6. To create another document checklist item, click Save & New, or to finish, click Save.
              Note
              Note
              • If the opportunity was associated with an account or a residential loan application, then the document checklist item is automatically associated to those records as well. If an opportunity’s account or residential loan application are updated, the associations between them and the document checklist item don’t update automatically. If an account is deleted, the document checklist item associated to the account remains visible and points to the deleted parent account.
              • DocumentChecklistItem object cannot be shared directly as its sharing is derived from its associated parent object. So, DocumentChecklistItem cannot be the master object in a master-detail relationship.
              • Due to an technical limitation during 2GP package creation, the user validating the package does not have the necessary user license and permission set to create DocumentChecklistItem records. This may cause the package validation to fail.
            Note
            Note If document checklist items in your instance exceed 100,000 unique parent objects, Lightning pages can fail to show all document checklist items. To reduce the list count, filter the items. Don’t use or pin the All Document Checklist Items list view. See Improve List View Performance.

            See Also

             
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