FAQs

What are the main features of the Update Client Details App?
We can customize the form with your account and contact fields, i.e., standard and custom. Automatically populate the form with data from your Salesforce ...
Mon, 27 Dec, 2021 at 5:45 PM
How to add a field on the Update Client Detail form which is being sent to the customer from the Account Record?
To display additional standard/custom fields on your form, you have to follow Step - 1 to Step - 4 on the About Update Client Details tab.  Step-1: Config...
Sun, 13 Feb, 2022 at 11:08 AM
How to add a field on the Update Contact Detail Form which is being sent to the customer from the Contact Record?
To display additional standard/custom fields on your form, you have to follow Step-1 to Step-4 on the About Update Client Details tab.  Step-1: Configure ...
Sun, 13 Feb, 2022 at 11:11 AM
How to map account fields with the fields that are shown on the account update form?
We have to select the Account field "Select Account Field" drop-down and Account Update Field from the "Select Intermediate Account Update Fi...
Mon, 4 Apr, 2022 at 8:13 PM
How to map contact fields with the fields that are shown on the contact form? Is it necessary?
Yes, it is necessary.  We have to select "Contact Field" and "Select Intermediate ContactUpdate Field" on STEP-3 on the About Update Cl...
Sun, 13 Feb, 2022 at 11:17 AM
Can we use this App in Lightning?
Yes, we can use this app in Lightning.
Mon, 27 Dec, 2021 at 12:35 AM
What is the message "Please update settings before you can send the Update Client Details form" when a user clicks on the "Send Update Client Details Form" button?
When a Salesforce User clicks on the "Send Update Client Details Form" button before performing the required configuration steps on the about page...
Sun, 13 Feb, 2022 at 11:22 AM
What should I do if I don’t want to receive approval emails?
To disable the approval emails - go to Setup > Workflow Rules Deactivate "Send Account Owner After Client Submit Form" rule, if you're ...
Sun, 13 Feb, 2022 at 11:25 AM
Why do we need to provide access to the mapped field in the public access setting on the site?
The form that is being sent to the customer is public and the customer doesn't need to register or log into Salesforce to update it. Hence, we need to ...
Mon, 27 Dec, 2021 at 12:40 AM
How Do I Install/Upgrade/Uninstall an AppExchange App?
With the help of the link How Do I Install/Upgrade/Uninstall an AppExchange App, you can easily understand how to install/upgrade/uninstall the app from the...
Mon, 27 Dec, 2021 at 12:42 AM