FAQs
The app's "File Upload" functionality allows for uploading files from the Update Client Details Form to the specific Salesforce record. A...
Thu, 12 Feb, 2026 at 3:25 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...
Thu, 12 Feb, 2026 at 3:26 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...
Thu, 12 Feb, 2026 at 3:27 PM
Yes, it is necessary. We have to select the Lead field "Select Lead Field" drop-down and "Select Intermediate Account Update Field" dr...
Thu, 12 Feb, 2026 at 3:27 PM
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...
Thu, 12 Feb, 2026 at 3:30 PM
To configure the Update Client Details app on your Account record, start with choosing Update Account & Contact Details in the drop-down of "Select...
Thu, 12 Feb, 2026 at 3:31 PM
Yes, you can remove the footer text from the form by performing the below steps- Go to Setup --> Custom Settings --> Click on the 'UpdateContact...
Thu, 12 Feb, 2026 at 3:32 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...
Thu, 12 Feb, 2026 at 3:32 PM
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...
Thu, 12 Feb, 2026 at 3:35 PM