What are the main features of the Update Client Details App?
Print
Modified on: Mon, 27 Dec, 2021 at 5:45 PM
- We can customize the form with your account and contact fields, i.e., standard and custom.
- Automatically populate the form with data from your Salesforce database.
- Notify the account executive automatically when the updated data is sent back to Salesforce.
- It provides an intermediate step so that the account executive can verify details before actually updating the account and contact details.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
