How can we enable or disable the "Keep Interim Update Record After Approval" feature? – Salesforce Automation FAQ : Satrang Technologies

How can we enable or disable the "Keep Interim Update Record After Approval" feature? Print

Modified on: Thu, 12 Feb, 2026 at 4:22 PM

User can enable or disable the "Keep Interim Update Record After Approval" feature at any time by following the below steps:

Go to the "About Update Client Details" tab.
In the "Important Post Install Steps" section, locate "Step 6" and click on the "Edit" button.
This action will open the Configuration Settings for updating.
Look for the option to turn ON the "Disable Keep Interim Update Record After Approval Feature" toggle.
Toggle the switch to the "ON" position to disable the "Keep Interim Update Record After Approval Feature" or to the "OFF" position to enable it.
Click the "Save & Close" button to save the changes.

You have the flexibility to control the status of the "Keep Interim Update Record After Approval" feature based on your requirements. (Note -Keep Interim Update Record After Approval Feature only available in paid version)

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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How can we enable or disable the "Keep Interim Update Record After Approval" feature? Print