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 from...
Thu, 14 Mar, 2019 at 6:37 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
Wed, 23 Jan, 2019 at 5:46 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
Fri, 15 Mar, 2019 at 10:51 AM
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 ...
Fri, 15 Mar, 2019 at 10:57 AM
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 ...
Fri, 15 Mar, 2019 at 5:01 PM
Can we use this App in Lightning?
Yes we can use.
Wed, 23 Jan, 2019 at 6:15 PM
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