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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
Contact Update Request lets you send secure “Stay-in-Touch” emails so contacts can review and propose updates to their information. Changes are validated before being applied, helping you keep Salesforce data accurate with less manual effort.
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 • Improve data quality and completeness • Reduce time spent chasing outdated information • Fully configurable, including custom fields • Built natively on Salesforce — no integrations required Setup is simple and can be handled by any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 ToolsData ManagementData Cleansing
- Personas
- AdministratorConsultantSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package