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
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 ...
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.
Tue, 9 Jun, 2020 at 9:59 PM
What is this Please update settings before you can send "Update Client Details" when we click on the send button ?
Here, we have to Approve or Delete the request to the contact, and then we are Enable the Send button to send the mail.
Tue, 9 Jun, 2020 at 9:59 PM
If I don’t want Approval emails to come then what should i do?
If i don't want approval emails then We can do in workflow process if i don’t want approval emails ,simply go to Workflow Rule and then Deactivate work...
Mon, 25 Mar, 2019 at 1:39 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
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