FAQs
The app's "File Upload" functionality allows for uploading files from the Update Client Details Form to the specific Salesforce record. A...
Wed, 27 Sep, 2023 at 5:43 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, 27 Dec, 2021 at 12:45 AM
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