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...
Thu, 12 Feb, 2026 at 3:11 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...
Thu, 12 Feb, 2026 at 3:15 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: Configure ...
Thu, 12 Feb, 2026 at 3:17 PM
We have to select the Account field "Select Account Field" drop-down and Account Update Field from the "Select Intermediate Account Update Fi...
Thu, 12 Feb, 2026 at 3:17 PM
Yes, it is necessary. We have to select "Contact Field" and "Select Intermediate ContactUpdate Field" on STEP-3 on the About Update Cl...
Thu, 12 Feb, 2026 at 3:18 PM
Yes, we can use this app in Lightning. Below are a few screenshots of the working of the app in Lightning. P.S. Discover Update Client Details,...
Thu, 12 Feb, 2026 at 3:18 PM
When a Salesforce User clicks on the "Send Update Client Details Form" button before performing the required configuration steps on the About Upda...
Thu, 12 Feb, 2026 at 3:23 PM
To disable the approval emails - go to Setup > Workflow Rules Deactivate "Send Account Owner After Client Submit Form" rule, if you're se...
Thu, 12 Feb, 2026 at 3:24 PM
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...
Thu, 12 Feb, 2026 at 3:24 PM
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, 12 Feb, 2026 at 3:25 PM