FAQs

How can I verify and approve the edited account details and approve the changes?
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
How can I verify and approve the edited lead details and approve the changes?
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
How to track that a form is sent to the Contact?
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
How to track that a form is sent to the Account?
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
How to track that a form is sent to the Lead record?
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
Is it possible to upload the files on the Client details form?
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
What is Enable Keep Interim Record Feature in UCD org?
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
How to configure Consent Feature in the Update Client Details app?
To configure the Consent Feature, please refer to this doc  - Configuration Guide for Enable Consent Feature.
Fri, 19 May, 2023 at 4:00 PM
How to set the form link expiration time on the client update form?
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
How to configure the multi-language support in my org?
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