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Update Client Details for Salesforce | Self-Service Customer Data Update Form
Send clients a self-service form from Salesforce to update their details
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- ProductivityCustomer ServiceData Management
- Requires
- Sales Cloud
- Compatible With
- Financial Services CloudGovernment CloudNonprofit Solutions
Send clients a self-service web form to update their Lead, Account, or Contact details in Salesforce. You approve changes with one click. 5-star rated app Multi-language, 100% native. Free trial available.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services CloudGovernment CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Update Client Details/7.4 7.4.0
- Listed On
- 07/14/2018
- Latest Release
- 05/05/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 8Custom Tabs: 4Custom Apps: 2
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Keep your Salesforce Lead, Account, Contact, and Person Account data accurate with secure self-service update forms. Instead of manually collecting and updating customer information, send a secure form to clients and let them update their own details. Salesforce users can review submitted changes, verify information, and approve updates with a single click. With this app, you can: ✔ Send client update forms for Leads, Accounts, Contacts, and Person Accounts ✔ Collect customer information through secure web forms ✔ Configure fields and form layouts ✔ Enable OTP verification and link expiration for secure form access ✔ Review and approve submitted changes before updating Salesforce records ✔ Send bulk update requests to multiple clients ✔ Upload and collect documents through forms ✔ Run Stay In Touch campaigns ✔ Keep CRM data accurate and up to date ✔ Support multiple languages ✔ Capture consent and maintain an audit trail ✔ Use a 100% Native Salesforce solution with no external data storage 🔗 Website: https://satrangtech.com/salesforce-update-client-details/ 🛒 Buy licenses: https://bit.ly/3xNyQCH 📅 Book a Demo: https://calendly.com/purvisharma/30min
Need help?
Satrang Technologies
Mumbai, India
Any email/phone support towards the installation of this app is FREE. Any custom enhancements to this app could be charged by Satrang Technologies.