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Contact Update Request – Keep Contact Data Up to Date in Salesforce

Let Your Contacts Keep Their Information Up to Date in Salesforce

Overview

  • Send secure, personalized update requests directly from Salesforce

  • Let contacts suggest updates while you stay in full control of what gets applied

  • Review and approve all changes before updating your data

  • Scale with bulk or individual requests using Mass Stay-in-Touch

  • Reduce manual data entry and improve data quality at scale

  • Maintain consistent branding with Salesforce Email Templates and Letterheads

  • 100% native to Salesforce — no integrations required

Contact Update Request helps you keep your Salesforce contact data accurate by letting contacts suggest updates that you can review and approve. Send secure “Stay-in-Touch” emails that allow contacts to review and suggest updates to their information. You control which fields are included (including custom fields), and all changes are reviewed before being applied in Salesforce. • Improve data quality and completeness • Reduce time spent chasing outdated information • Fully configurable, including custom fields • Built natively on Salesforce — no integrations required Setup is simple and can be handled by any Salesforce admin, with step-by-step documentation included. Important Fully compatible with Salesforce’s latest security updates. Version 1.47.0 and later include the necessary updates for guest user access. Configuration includes defining an Org-Wide Email Address to

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Personas
Administrator
Consultant
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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