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Solution home Update Client Details FAQs

How to map contact fields with the fields that are shown on the contact form? Is it necessary? Print

Modified on: Thu, 12 Feb, 2026 at 3:18 PM


Yes, it is necessary. 

We have to select "Contact Field" and "Select Intermediate ContactUpdate Field" on STEP-3 on the About Update Client Details Page and then click on the Map button.



P.S. Discover Update Client Details, the easy way to keep client information up to date in Salesforce. Find it on AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcsATUAZ


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