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 do I add a field set to a standard account object?
1. Go To Setup -> Customize -> Accounts -> Field Set -> Edit "AccountDetails" field set. 2. Add any standard or custom field. 3. Cli...
Mon, 27 Dec, 2021 at 12:30 AM
How to add a field on the contact form which is being sent to the customer?
1.Go To Setup -> Customize -> Contact ->Field Set -> Edit “ContactDetails” field set. 2.Add any standard or custom field. 3.Click Save.
Mon, 27 Dec, 2021 at 12:31 AM
How to map account fields with the fields that are shown on the account form? Is it necessary?
Yes, it is necessary. We have to select "Account Field" and "Select Intermediate Account Update Field" on STEP 3 on the About Page and t...
Mon, 27 Dec, 2021 at 12:33 AM
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 4 on the About Page and th...
Mon, 27 Dec, 2021 at 12:46 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 an admin user directly clicks on the "Send Update Client Details Form" button before performing the required setting update on the about page...
Mon, 27 Dec, 2021 at 12:37 AM
What should I do if I don’t want to receive approval emails?
To disable this email alert, go to Setup > Workflow Rule and then Deactivate the workflow "Send Account Owner After Client Submit Form" and sav...
Wed, 15 Dec, 2021 at 10:02 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