FAQs
The app's "File Upload" functionality allows for uploading files from the Update Client Details Form to the specific Salesforce record. A...
Tue, 3 Feb, 2026 at 3:23 PM
Yes, you can remove the uploaded file from the form by clicking the "REMOVE FILE" option present on the row of the uploaded file, as long as the f...
Mon, 2 Feb, 2026 at 5:50 PM
To display additional standard/custom fields on your form, you have to follow the step-1 to step-4 on the About Update Client Details tab. Step-1: Config...
Sun, 13 Feb, 2022 at 11:32 AM
Yes, it is necessary. We have to select the Lead field "Select Lead Field" drop-down and "Select Intermediate Account Update Field" dr...
Sun, 13 Feb, 2022 at 11:35 AM
To configure the Update Client Details app on your Lead record, start with choosing Update Lead Details in the drop-down of "Select Configuration For&q...
Mon, 10 Apr, 2023 at 4:34 PM
To configure the Update Client Details app on your Contact record, start with choosing Update Contact Details in the drop-down of "Select Configuration...
Sun, 13 Feb, 2022 at 11:37 AM
To configure the Update Client Details app on your Account record, start with choosing Update Account & Contact Details in the drop-down of "Select...
Sun, 13 Feb, 2022 at 11:38 AM
Yes, you can remove the footer text from the form by performing the below steps- Go to Setup --> Custom Settings --> Click on the 'UpdateContact...
Fri, 13 Oct, 2023 at 12:36 PM
When you see the mentioned error, it means you might have mapped a number field of the standard object's text field of the intermediate object. Dur...
Sun, 13 Feb, 2022 at 11:42 AM
When the contact submits the form, the Update Client Details App gives two choices to approve the record: The contact record's owner gets an email wit...
Sun, 13 Feb, 2022 at 11:57 AM