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 wi...
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 ...
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
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...
Thu, 5 Jan, 2023 at 7:50 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
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...
Thu, 5 Jan, 2023 at 7:53 PM
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...
Thu, 5 Jan, 2023 at 7:58 PM
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...
Thu, 5 Jan, 2023 at 7:59 PM