Satrang Technologies

When the contact submits the form, the Update Client Details App gives two choices to approve the record: The Account record's owner gets an email wi...

When the contact submits the form, the Update Client Details App gives two choices to approve the record: The Lead record's owner gets an email with ...

When an email is sent to the contact, the Update Client Details app creates a task which is also added to the activity history of the contact, as shown in t...

When an email is sent to the related contact, the Update Client Details app creates a task that is also added to the activity history of the account, as sho...

When an email is sent to the Lead record, the Update Client Details app creates a task which is also added to the activity history of the leads, as shown in...

With this feature, the admin users can now configure the client update form screen to add a consent/agreement text with or without a checkbox. Use this docu...

Use this document - Multi-Language Support to configure the multi-language support for the Update Client Details app in your Salesforce org.

Using Send the update form in bulk from the list view(In Lightning) configuration document, you can easily configure the Account Update form in Bulk using l...

Using Send the update form in bulk from the list view(in Classic) configuration document, you can easily configure the Account Update form in Bulk using the...

Using Send the update form in bulk from the list view(in Classic) configuration document, you can easily configure the Contact Update form in Bulk using the...