Overview

  • This article is to list down the scope for implementation of Update Client Details: Consent Form Additional Feature.


Specifications

Salesforce Admin can add the Consent on the client details form

  • Admin users can now customize the client update form screen with consent or agreement text, optionally including a checkbox.


Assumptions

  • Before the client submits the form, the Salesforce admin can obtain the user's consent.
  • 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=LLuzJTAMsUc&list=PLXqeMW5vDpMA_f6H8dz1np_aXEf5VfUza&index=6 


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