Yes, this is achievable.

  • By using a trigger, you can automatically send forms by setting the following checkboxes to true:
    • Send Account Update Form – sends the Account details update form
    • Send Contact Update Form – sends the Contact details update form
  • When these checkboxes are marked as true, the respective form is automatically sent to the customer.

Alternative Option:
If you prefer not to use a trigger, you can use a Detail Page Button or List View Button. This allows you to send forms to one or multiple records with a single click.


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