Satrang Technologies

Getting Started 5

• Update Client Details : User Guide
• Update Client Details : Configuration Guide for Accounts and Related Contacts Form
• Update Client Details : Configuration Guide for Update Lead Details
• Update Client Details : Configuration Guide for Update Contact Details
• Update Client Details : Configuration Guide for Org with Person Account

Sandbox & Production Installation 2

• Update Client Details: Install in Sandbox
• Update Client Details: Install in Production

Release Notes 1

• Update Client Details - Release Notes

App Walkthrough 2

• Update Client Details: Demo Video
• Update Client Details: Book a Demo Call

Pricing Information 2

• Update Client Details: Order Form
• Update Client Details: Pricing Details Demo Video

References 2

• AppExchange Link
• AppExchange Reviews

FAQs 85

• What are the main features of the Update Client Details App?
• How to add a field on the Update Client Detail form which is being sent to the customer from the Account Record?
• How to add a field on the Update Contact Detail Form which is being sent to the customer from the Contact Record?
• How to map account fields with the fields that are shown on the account update form?
• How to map contact fields with the fields that are shown on the contact form? Is it necessary?

View all 85

Customer Testimonials 5

• I only tested this for myself but looks useful
• Easy Install - Huge Time Saver
• exactly what we needed
• This is the perfect tool for automatic client details update
• Simple app, works fine, as promised

Additional Features 5

• #1 : Link Expiration & OTP
• #2 : File Upload
• #3 : Multi Language
• #4 : Consent Form
• #5 : Keep Interim Record After Approval