Check Your Rules On The Fly on any Objects!

for Account, Contact, Opportunity, Lead, Campaign, Case and on any Standard/Custom objects

Image Image

Rules

Easy Check customizable rules are easily configurable with no code and modified at a given time. Rules can be tailored to varying business needs and ensure all key indicators are considered thus reducing the risk of crucial details being overlooked.

Data Validation

Easy Check can be validated in any object. Validated results can be inferred by users at all levels and take decisions immediately since the results come with a descriptive format reducing the dependency on the admins at all times.

Data-driven Insights

Easy Check effortlessly integrates with the platform analysing critical data points from various objects in Salesforce and helps the user’s to decide on actionable items.

01

Install

Download and install the Easy Check application from AppExchange.

02

Configure Rules

Configure the rules for any Objects in Saleseforce.

03

Auto check

Get your rules checked automatically on the data entered on any Object.

Validate Checklist

Business user can validate and view the Checklist result on any Salesforce object Lightning Record detail page.

Image

Detailed view of Checklist result

Business user can easily read and understand the Easy Check validated result, because of its descriptive format and the results are categorised by success and failed messages, which will further help them to focus on actionable items.

Image

Control visibility

Easy Check visibility can be controlled based on the user's profile / roles or criteria based contidion on the Object. .

Image

New Checklist

Easycheck is a no-code configuration tool and it can be configured by Super user or Admin. New Checklist can be created from the Checklist Builder tab.

Image

Start Using Easy Check

Image