Update Client Details for Salesforce
Self-Service Customer Data Update Form
By Satrang TechnologiesCustomer Service
- Rating
- 5.0
- Reviews
- 6
- Pricing
- Paid
- From $120 per company per year
- Listed since
- 2018
About Update Client Details for Salesforce
Send clients a self-service form from Salesforce to update their 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
Highlights
- Lead, Account & Contact Update Forms ✔ Send secure self-service forms to clients ✔ Update Lead, Account, and Contact information ✔ No Salesforce login required ✔ Review and approve changes with one click
- Configurable Forms & Email Notifications ✔ Select fields clients can update ✔ Generate secure form links automatically ✔Send personalized email notifications ✔ No coding required
- Bulk Client Update Requests ✔ Send forms to multiple clients at once ✔ Reduce manual follow-ups ✔ Collect updates faster ✔ Improve data accuracy at scale
- Secure File Upload Support ✔ Collect documents from clients ✔ Upload files directly through forms ✔ Store files in Salesforce ✔ Simplify document collection
- Multi-Language Client Forms ✔ Support global customers ✔ French, German, Japanese, Spanish ✔ Vietnamese and Chinese supported ✔ Improve international adoption
- OTP Security & Link Expiration ✔ Secure form access with OTP ✔ Configure link expiration rules ✔ Protect sensitive customer data ✔ Reduce unauthorized access
- Consent Form Collection ✔ Capture customer consent digitally ✔ Track consent history in Salesforce ✔ Support compliance requirements ✔ Maintain an audit trail
- 100% Native Salesforce Solution ✔ Built entirely on Salesforce ✔ No external data storage ✔ Leverage Salesforce security ✔ Easy administration and deployment
- Product Demo: https://bit.ly/3PPzTyc Book a Product Consultation: https://calendly.com/purvisharma/30min Make a Purchase: https://satrangtech.com/salesforce-update-client-details/#pricing
Screenshots
Image 1 of 17
Pricing
Paid, from $120 per company per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Standard App | $799 per company | Yearly | 7 days |
| Additional Feature - Link Expiration & OTP | $120 per company | Yearly | None |
| Additional Feature - File Upload | $120 per company | Yearly | None |
| Additional Feature - Multi Language | $120 per company | Yearly | None |
| Additional Feature - Consent Form | $120 per company | Yearly | None |
| Additional Feature - Keep Interim Record After Approval | $120 per company | Yearly | None |
💲Base (Minimum) Cost: $799/company/year 🛒To Purchase: https://satrangtech.com/salesforce-update-client-details/#pricing 🎥Demo Video: https://bit.ly/3PPzTyc 📅Schedule a Demo: https://calendly.com/purvisharma/30min
The publisher offers discounts.
Compatibility
- Works with
- Financial Services Cloud
- Government Cloud
- Nonprofit Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 24, 2021
- Industries
- Horizontal Product
- Financial Services
- Professional Services
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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