Overview
- This article is to list down the scope for the implementation of Update Client Details: File Upload: Additional Feature.
Specifications
The client can upload files on the update form.
- This feature provides a File Upload Button, allowing customers to share files from the Client Information Update screen (up to 10 MB) alongside updated Account and Contact data.
Assumptions
- If you need any additional files while submitting the updated details from the client you can use this feature to ask them to share the file.
- 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
- Please contact us by Email or Skype (jain.chirag) for Pricing details.
- You can also select this additional feature while placing the order at https://satrangtech.my.salesforce-sites.com/?app=Update+Client+Details
Demo Video: https://www.youtube.com/watch?v=zZrGMXf7wVg&list=PLXqeMW5vDpMA_f6H8dz1np_aXEf5VfUza&index=5
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