FAQs

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...
Thu, 12 Feb, 2026 at 3:49 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. P.S. Discover Update Client Details, the e...
Thu, 12 Feb, 2026 at 3:49 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...
Thu, 12 Feb, 2026 at 3:50 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. P.S. Disc...
Thu, 12 Feb, 2026 at 3:51 PM
How to send the Account Update form in Bulk from Account's list view in the Lightning version?
Using the configuration document, you can easily send the Account Update form in Bulk using the list view in the Lightning version. Click on this document l...
Thu, 12 Feb, 2026 at 3:52 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 send the Account Update form in Bulk using the list view i...
Thu, 12 Feb, 2026 at 3:54 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, 12 Feb, 2026 at 3:54 PM
How to send the Contact Update form in Bulk using 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, 12 Feb, 2026 at 3:55 PM
How to customize the Email Template of Client Details Update form emails?
Using the existing UCD Email Templates, you can easily modify emails according to the business requirement.  Follow the below steps to modify the email tem...
Thu, 12 Feb, 2026 at 3:57 PM
Account Number field was not used and removed it from the Account field set. But I still see an error message on the form.
When you're removing the fields from the field set, make sure you're removing them from the field mapping (Step 3) too If you remove the Account ...
Thu, 12 Feb, 2026 at 3:58 PM