FAQs
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 wit...
Sun, 13 Feb, 2022 at 12:00 PM
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 t...
Sun, 13 Feb, 2022 at 12:01 PM
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...
Mon, 4 Apr, 2022 at 8:15 PM
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...
Mon, 4 Apr, 2022 at 8:16 PM
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...
Sun, 13 Feb, 2022 at 12:21 PM
Yes, using the Enable File Upload Feature you can provide the file upload option to clients on the form. You can get a detailed description of this feature ...
Fri, 19 May, 2023 at 2:15 PM
The Update Client Details app has the functionality to delete the intermediate records after approval, if you want to keep the intermediate records even aft...
Fri, 19 May, 2023 at 4:00 PM
To configure the Consent Feature, please refer to this doc - Configuration Guide for Enable Consent Feature.
Fri, 19 May, 2023 at 4:00 PM
Using Enable Link Expiration Feature you can set the Link expiration time on the client form. You can refer to the following doc to configure and understand...
Fri, 19 May, 2023 at 3:59 PM
Use this document - Multi-Language Support to configure the multi-language support for the Update Client Details app in your Salesforce org.
Wed, 4 Jan, 2023 at 10:13 PM