Request updated information from Salesforce contacts

By | August 30, 2014

A lot of times it happens that an organization has outdated information of its contacts. Salesforce provides a useful Stay-in-Touch Requests feature using which the administrator or someone who owns a contact can send an email to the contact requesting to provide updated contact details.

To request updated information, follow the below steps –

  1. Navigate to the contact for which you require updated information. Click on Request Update button as shown below

request update

  1. This will open a form as shown below. User can change the message as required.request update 2
  2. After clicking send, the contact will receive an email from Salesforce. This email will have a link which will open a contact details form. When the contact fills the details and clicks Send, the contact information for that contact will automatically get updated in the Salesforce organization.

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Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

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