How to change the email message while sending the Client Details Update Form? – Salesforce Automation FAQ : Satrang Technologies

How to change the email message while sending the Client Details Update Form? Print

Modified on: Thu, 12 Feb, 2026 at 4:05 PM

To change the email message while sending the Update Client Details Form from the Account level, you need to follow the below steps -

Go to the Setup and enter “Workflow Rules” in the quick find box and click on Send UpdateAccountForm to Client workflow.

Now open Email Alert - Send Update Form to Client

In this Email Alert, you’ll get the Email Template which you can edit as per your requirement.

Click on the Edit HTML Version and edit the email template as per your requirements and then click on Save 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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