Satrang Technologies

User can enable or disable the email OTP (One-Time Password) feature at any time by following the steps below: Go to the "About Update Client Details...

User can enable or disable the "Keep Interim Update Record After Approval" feature at any time by following the below steps: Go to the "Abo...

User can send the contact update form from the case object. For this, follow the steps mentioned at:  Send Update Contact Form from Case object P.S. Di...

All purchases of our Update Client Details app are governed by the standard Salesforce AppExchange Terms & Conditions. These terms cover key aspects suc...

This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone select...

This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone selec...

This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone select...

Yes, this is achievable. By using a trigger, you can automatically send forms by setting the following checkboxes to true: Send Account Update Form – sen...

You can update this in the respective Email Alert. Go to the 'Setup', search for the Email Alerts. If you want to update 'Account Form Email ...

Yes, this is possible. You can schedule a Flow to send reminder emails if the client has not yet completed and submitted the account details/contact det...