FAQs
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...
Mon, 10 Apr, 2023 at 9:33 PM
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...
Fri, 19 May, 2023 at 4:01 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
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 7:59 PM
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...
Wed, 14 Dec, 2022 at 1:24 PM
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 ...
Fri, 6 Jan, 2023 at 9:39 AM
When we're creating the fields in the Contact Update and Account Update objects then we need to give read and edit access to those fields in the Site pr...
Thu, 5 Jan, 2023 at 7:49 PM
Using the Account list view, user can send the account details update form to the related contact email addresses in bulk. Steps to Send Account Update ...
Tue, 28 Mar, 2023 at 8:53 AM
Using the Contact list view checkbox, user can send the contact details update form to the contact's email addresses. Steps to Send Contact Update Form...
Tue, 28 Mar, 2023 at 8:54 AM
Using the Lead list view, user can send the lead details update form to the lead's email address. Steps to Send Lead Update Form in Bulk: Go to Leads...
Tue, 28 Mar, 2023 at 8:55 AM