Overview

  • This article is to list down the scope for implementation of Update Client Details: Link Expiration & OTP: Additional Feature.


Specifications

Customize the Link Expiration Time and Send OTP while opening the Form

  • With the Link Expiration Feature, you can set the Link expiration time on the client form. 
  • OTP adds extra security by requiring verification before accessing forms directly.


Assumptions

  • After sending the form within 10-15 minutes you look for a response on the form.
  • Extra security on the form so no one other can access this and it will secure the data. 
  • This add-on will be provided as a managed app.
  • This add-on managed app will be installed after installing the Update Client Details  AppExchange app.


Pricing


Demo Video: https://www.youtube.com/watch?v=7GickvEk5Vc&list=PLXqeMW5vDpMA_f6H8dz1np_aXEf5VfUza&index=3 


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