FAQs

What is the functionality of "File Upload" in the latest version?
The functionality of "File Upload" in the app is for uploading files from the Update Client Details Form to the specific Salesforce record.  A...
Mon, 27 Dec, 2021 at 12:44 AM
Can I remove the uploaded file from the form?
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, 27 Dec, 2021 at 12:45 AM
How to add a field on the Update Lead Detail form which is being sent to the customer from the Lead Record?
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
How to map lead fields with the fields that are shown on the lead form? Is it necessary?
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
How can I configure the Update Client Details app on the Lead record?
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...
Sun, 13 Feb, 2022 at 11:36 AM
How can I configure the Update Client Details app on the Contact record?
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
How can I configure the Update Client Details app on the Account record?
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
How can I solve the following error: "Illegal assignment from Decimal to String:247"?
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.  Du...
Sun, 13 Feb, 2022 at 11:42 AM
How can I verify and approve the edited contact details and approve the changes?
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 wi...
Sun, 13 Feb, 2022 at 11:57 AM
Why I'm getting this message - "No Contact Record Found in the Selected Account"?
When user clicks the Send Update Client Details Form button on the Account record and if there is no related child Contact record then mentioned message is ...
Sun, 13 Feb, 2022 at 11:58 AM