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 wi...
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 ...
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
How to configure Consent Feature in the Update Client Details app?
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
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
How to send the Account Update form in Bulk from Account's list view in the Lightning version?
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
How to send the Account Update form in Bulk using list View in the Classic version?
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
How to send the Contact Update form in Bulk using list view in the Classic version?
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