Overview

  • This article is to list down the scope for implementation of Update Client Details Keep Interim Record After Approval Additional Feature.


Specifications

Preserve intermediate records even after they are approved in the Update Client Details app.

  • Update Client Details app deletes the intermediate records after approval. If you prefer to preserve these records, simply enable the "Keep Interim Record After Approval" feature to store the records after approval.


Assumptions

  • This feature allows you to view the data you approved in the past.
  • 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=vRYK6rFo3TM&list=PLXqeMW5vDpMA_f6H8dz1np_aXEf5VfUza&index=4 


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