Simple app, works fine, as promised

The solution is simple and does what it is asked to do, as promised. What's more, the support team is very responsive in answering our questions. I'd definitely recommend it.

Benoit, thank you for the thorough review of the UCD app. It's fantastic to learn that it's a straightforward, easily configurable application that delivers on its promises. Your recommendation of this UCD app is greatly appreciated, and we're grateful for your kind words about our support team. They truly are rockstars, always available to ensure round-the-clock customer service. Thanks Chirag

This is the perfect tool for automatic client details update

I would recommend this add-in as the service I have received has been excellent. It has vastly improved our workflows. Chirag and his team have been very patient and fast to respond to our queries and problems.

Paul, thank you for sharing a detailed experience of the Update Client Details app and recommending the same. Very rightly said, this is a perfect tool for automatic client details updates. Also, thanks for the kind words about our team. Appreciate it! Thanks, Chirag

Great tool for automating client registrations and data updates

We just went live today with Update Client Details after lots of testing and modifications. All during COVID, we have not been able to update our client information because it required paper forms and face-to-face conversation. Now with Update Client Details, we are getting current address, household makeup and contact information! As a non-profit serving a large and diverse population in San Jose, we needed help with multiple language support. Satrang listened closely to our requirements and for a very modest fee were able to build out their product to support our needs. I found the team very responsive. I am very pleased that in just about two months I have launched a significant improvement to our Salesforce deployment while still keeping the ability to change the configurations myself using the simple user interface.

Jay, thank you for sharing your detailed experience of the Update Client Details AppExchange app, a great tool for automating client registrations and data updates So pleased to hear this app helped to launch significant improvements to your Salesforce including public forms (supporting multiple languages) to capture updated client (current address, household makeup, and contact) information. With our rich expertise in PDO/AppExchange, our team was able to develop and deliver the app customizations in just two months. Looking forward to working together for additional enhancements, features to the very valuable app. Thanks, Chirag

exactly what we needed

Chirag and his team were so patient and willing to help this SFDC novice implement a customized version of this app. They changed fields, created workflows, customized the template, and worked with me in a very easy to follow way, so the tool could be rolled out by our deadline for our client update project. My only wish list item would be for the mobile phone field to be more prominently displayed at the top of the web form, so clients can know to update that field right away. I stress that I'm being very picky when I say that, other than that one change, the app works great and Chirag's team was great. - Mike

Mike, thank you for sharing your detailed experience and review of the Update Client Details app. It's our duty and pleasure to help our clients achieve what they are looking for by doing whatever it takes. We've noted down your wishlist and have already escalated the same to our Product Team. Do check out our other apps @ https://satrangtech.com/apps.htm Thanks, Chirag

Easy Install - Huge Time Saver

Works great and pretty easy to customize. Huge time saver.

Eric, thank you for sharing your experience and review of Update Client Details. Happy to hear that you are loving this app and its a huge time saver. As always, if you have any query please raise a ticket @ http://support.satrangtech.com/ Thanks, Chirag

I only tested this for myself but looks useful

It does what is says, although it does not automatically update any records, it creates a custom record for approval. I assume that Process builder or a Flow could be used to bridge the gap

Jeff, thank you for sharing your experience and review of Update Client Details for Salesforce! Happy to hear that you are loving this app. The only reason we have an intermediate object for approval is to ensure that end customer doesn't override existing Salesforce data, hence we have added a level of approval. As always, if you have any query please raise a ticket @ http://support.satrangtech.com/ Thanks, Chirag

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