FAQs

What are the main Features of Update Client Details App?
1. We can Customize the form with your account and contact fields i.e standard & custom. 2. Automatically prefill the form with data pulled directly fr...
Tue, 9 Jun, 2020 at 9:59 PM
How to add field set on Account Standard Object?
1.Go To Setup -> Customize -> Accounts->Field Set -> Edit “AccountDetails” field set. 2.Add any standard or custom field. 3.Click Save.
Tue, 31 Aug, 2021 at 8:30 PM
How to add field on Contact form which is being sent to Customer?
1.Go To Setup -> Customize -> Contact ->Field Set -> Edit “ContactDetails” field set. 2.Add any standard or custom field. 3.Click Save.
Tue, 31 Aug, 2021 at 8:37 PM
How to map Account fields with fields which is being shown on 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 About Page and then ...
Tue, 9 Jun, 2020 at 9:59 PM
How to map Contact fields with fields which is being shown on Contact Form? Is it necessary?
Yes, it is necessary. We have to Select "Contact Field" and "Select Intermediate ContactUpdate Field" on STEP 4 on About Page and then ...
Tue, 9 Jun, 2020 at 9:59 PM
Can we use this App in Lightning?
Yes, we can use this app in Lightning.
Wed, 4 Aug, 2021 at 7:09 PM
If I don’t want Approval emails to come then what should i do?
To disable this email alert, go to Setup > Workflow Rule and then Deactivate the workflow "Send Account Owner After Client Submit Form" and sav...
Fri, 6 Aug, 2021 at 9:09 AM
Why do we need to provide access to mapped field in Public access setting on Site?
The form which is being sent to customer is public and customer doesn't need to register/log into Salesforce to update it and hence we need to provide ...
Fri, 15 Mar, 2019 at 11:02 AM
How Do I Install/Upgrade/Uninstall an AppExchange App
With the help of  link How Do I Install/Upgrade/Uninstall  an AppExchange App, you can easily understand how to install/Upgrade/Uninstall the app from the A...
Thu, 13 Aug, 2020 at 3:18 PM
What is the functionality of "File Upload" in latest version?
The functionality of "File Upload" in the app is for uploading files from the Update Client Details Form to the specific Salesforce record.&nb...
Fri, 6 Aug, 2021 at 9:09 AM