FAQs
Simplify data updates in Salesforce by sending clients a user-friendly form. Salesforce users can quickly verify and approve client-submitted details with e...
Fri, 13 Oct, 2023 at 12:35 PM
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
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
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
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
Yes, we can use this app in Lightning.
Mon, 27 Dec, 2021 at 12:35 AM
When a Salesforce User clicks on the "Send Update Client Details Form" button before performing the required configuration steps on the About Upda...
Thu, 13 Apr, 2023 at 4:32 PM
To disable the approval emails - go to Setup > Workflow Rules Deactivate "Send Account Owner After Client Submit Form" rule, if you're s...
Sun, 13 Feb, 2022 at 11:25 AM
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 p...
Mon, 27 Dec, 2021 at 12:40 AM
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...
Thu, 5 Jan, 2023 at 7:26 PM