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

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

Modified on: Thu, 12 Feb, 2026 at 4:07 PM

To change the email message while sending the Update Lead Details Form, you need to follow the below steps -

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

Now open Email Alert - Send Update Form to Client

In this Email Alert, you’ll get the Email Template - Send UpdateLeadForm to Client.

Now, click on the Edit HTML Version, edit the text 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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