Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Contact Update Request – Keep Contact Data Up to Date in Salesforce
Let Your Contacts Keep Their Information Up to Date in Salesforce
- Business Need
- Admin & Developer ToolsData ManagementData Cleansing
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
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.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 72 Reviews
Horrible support
Getting an error message when clicking 'Update Now' in their emails. Reached out to support two weeks ago with zero response. SalesForce says it's an app problem. If anyone can help, please let me know. Thanks.
Great utility, helpful support
Set up Contact Update Request in a sandbox, to test prior to implementation in production. The individual and mass update request flows both work, and with some technical support and deeper dives confirm it works perfectly! I'd appreciate more detail in the support document, especially for common issues like testing in a sandbox and ensuring email deliverability. Thanks very much for prompt support.
Great app ,easy to setup and working in no time
Everything is working as expected, but the only problem we face is that when contacts click on 'Update Now' in their emails, it asks them to log in to Salesforce rather than take them to the form. I am sure this has to do with the SF setting. Can anyone please help me fix this issue?
Not updating Salesforce/No email for update Rec'd
I was able to Ask Update successfully and update contact information, but the record in Salesforce did not update, nor did I receive an email to review/accept updates. What am I missing?
@Andries Neyens - I am copying my Org-Wide email address ID Directly from the URL (while using classic to ensure that I do not include extra characters). First, I navigate to the org-wide email address record, then, the part I copy is this: https://customdomain.my.salesforce.com/COPIED.ID.HERE/e Do I only include the part where I have written "COPIED.ID.HERE", or do I need to modify the ID somehow? Thank you for getting back to me - I greatly appreciate it!
Replacement of Stay in Touch form
Hi @andries Neyens, I am facing the same issue like Erik Ponnert pointed out. Everything was smooth until the email confirmation to user. We are not receiving any emails to the user. Tried Options: 1) Updated Guest user email id (working email id) to specific email id 2) able to see the email id of updated guest user on the thank you page and update form. Unlike in the installation steps guide, i have an extra fields on custom setting 'SiT Setting': OrgWideEmailAddress ID: should we fill this? Could you please help here to sort out the topic.
SiT not sending email from sandbox
Hi, I've been using this app in production in a previous Org and it was working as expected - I highly recommend it, in fact. Last week I've decided to install it on my current Org - in *sandbox* - and I'm afraid I'm not receiving the email to validate the changes made on the SiT Form. I've read other comments here below and so I've made sure the e-mail deliverability is set to "All email" and that the Process builder in active. In fact, I was wondering if the fact that SF is moving away from Process builder can have and impact on the SiT app: for sure, we can no longer open the process and see if there's something to be tweaked in there. Any help from @Andries or other users much appreciated! :-)
Hi Andries, thanks for the pointer. However, it doesn't seem to help, possibly because the e-mail change on the guest user record won't swtich to "Verified" even after clicking on the confirmation link. While it does show the new address when I refresh the page, I don't seem to be able to 'force' it to verify despite trying with different address and domains, including one Organization-Wide Email Address as recommended here : https://help.salesforce.com/s/articleView?id=sf.networks_guest_user_record_best_practices.htm&type=5 In fact, if I check the email logs, no message shows as sent to the contact user (for validation). Any (further) suggestion? :-) Otherwise, great news for the flow version : are you able to commit to a go-live date? we might be able to just wait for when you roll out the fix for the gust user. Thanks!
Hi there! I'm aware of the problem, good news is that it is solvable! But i'm lacking some time to describe it. What you can try to do in the meantime: Search for Guest in setup (top search box, not the one on the left) edit the guest user email to something existing (not that generated one) Hopefully this will fix it temporary until Salesforce rolls out a new security fix. I have a new version in the pipeline with a flow instead of a process builder and the fix for the guest user
Great App !
Excellent app ! We installed , configured and its working fine. Documentation is good.
Not working & support team never responded to any emails
If the contact owner has @gmail.com (Email). It fails to receive the email after the contact is updated by the customer. I a trying to reach out to the support team of Acuerdo & no response from them. It would be helpful if you can reach out to resolve this issue. Thanks
Hi Andreies, I have changed the rating. I spent so much time setting up the app & fixing the issues. But I am not able to fix the issue mentioned above. I tried the custom setting you suggest but still doesn't work. Is there a way for us to have a screen-sharing session? Please let me know Thanks
Hi Kunal, too bad you give such a negative review, only for not getting the answers you wish for. Did you already tried my suggestions? Another work around would be to configure a user in the custom settings, so all mailings go to there. (a user where those mails are not considered spam).
A great app to fill the void of the previous stay.-in-touch functionality in SF
I have had this working flawlessly before but now a fresh install in another ORG and can vouch for its value as a working app perfectly filling the void of the previously available stay-in-touch functionality available in Salesforce, now removed which I find being a very odd decision made by SF. Thanks to this app a very similar functionality can be put in place and I thank @Andries Neyens and Acuerdo for making this app available to the Community. However, I am encountering an issue when trying to get this app working win a new Org. No custom changes have been made at this point. - Email gets sent out to the contact successfully. - Task gets created on Contact - Recipient receives the email and can click the link and view the contact update request form - Form can be submitted with no issues This is where the process ends, no confirmation email sent to owner is received. To this end I have tried to change the Owner Id in custom settings to see if this would do any difference but still same issue. The app was installed for "All users" but could this possibly be related to the sharing settings for guest accounts associated to the site that submits the form. I have received access to the SIT Email object hoping this would solve the issue but still not getting the confirmation thus not being able to access the validation page compare update contact details. Any pointers here what could be the issue and how to resolve it would be greatly appreciated? Best Erik
Sorry to bother you Andries, I just wanted to ask if you have any further advice on how to proceed on getting on with the issue I am currently experiencing. Otherwise I unfortunately need to give up on getting this module working which would be a shame since it would have been a perfect fit for us. Perhaps any other user of this app has run into this issue? Grateful for any pointers. Many thanks
Simple solution that adds value to the product
Hi @Andries Neyens I have set up the solution it is working perfectly. I have done customization to the 'SiTForm', But the email is still sent to the contacts with the old form. What could be the cause? I have updated the site with the latest visualforce page. Please let me know if i have missed the any configuration.
Hi there – I'm really sorry to hear you’ve had trouble and didn’t get a response. That’s definitely not the experience we want users to have, even with a free app. We absolutely want to help get this resolved. Could you let us know how you reached out (e.g., via email or a support form)? I’ve checked our channels and couldn’t find a record of your message, and I want to make sure no one else runs into the same issue. Appreciate your patience and hope we can get this sorted quickly!