Update Client Details | Salesforce Form App to Update Lead, Account & Contact

Our Clients

You Are In Good Company

Trusted by nonprofits, enterprises, and growing teams who rely on Salesforce to keep client data accurate and up to date.

Salesforce Products

Works Across the Salesforce Platform

Update Client Details works natively across every major Salesforce product, cloud, and edition.

☁️ Sales Cloud 🤝 Service Cloud ❤️ Nonprofits 🏥 Health Cloud 🌐 Experience Cloud 📚 Education Cloud 🏛️ Government Cloud 📋 Marketing Cloud

How It Works

Keep Data Current in 3 Simple Steps

No code. No custom development. Just a point-and-click Salesforce tool that sends a secure link to your clients, lets them update their details, and routes the changes for your approval.

1

Send a Secure Update Link

With one click on any Lead, Account, or Contact record in Salesforce, send your client a personalised, secure web form link via email. No login or Salesforce access required on their end.

2

Client Updates Their Information

Your client opens the branded web form, reviews their existing details, and submits any changes. The form supports file uploads, consent checkboxes, OTP verification, and 18 languages.

3

Review, Approve & Sync to Salesforce

Submitted changes are held for approval inside Salesforce. Your team reviews the proposed updates with a before/after comparison, and approves or rejects with one click. Approved changes update the record automatically.

Record Types Supported

👤 Lead Records

Send a web form directly from a Lead record. Prospects update their own contact details, which are held for your team to approve before updating in Salesforce.

🏢 Account Records

Keep company-level information current. Send an update form from an Account record and let your clients confirm or correct their company details directly.

📞 Contact Records

Invite individual contacts to review and update their personal details. Works alongside Account update flows to keep both company and person data accurate.

🏢 Account + Contacts (Combined)

Send a single form that captures updates for both an Account and its related Contacts simultaneously, reducing back-and-forth and keeping all related records aligned.

Key Features

Built for Accurate, Client-Managed Salesforce Data

The only native Salesforce AppExchange app that lets your clients self-update their Lead, Account, and Contact records through a secure branded web form, without requiring a Salesforce login.

🌐

Client-Facing Web Form

A clean, branded public form is generated for each client. No login, no Salesforce access needed. They see their existing data and submit changes in minutes.

✅

Approval Before Update

All client-submitted changes are held for admin review inside Salesforce. Review a clear before-and-after comparison, then approve or reject with one click.

👤

Lead, Account & Contact Support

Works with Lead, Account, and Contact records out of the box. Also supports combined Account + Contact update forms for a seamless client experience.

🌞

18 Language Support

Send the client update form in 18 languages including English, Spanish, French, German, Portuguese and more. Ideal for global teams with diverse client bases.

🔒

OTP Verification & Link Expiry

Secure the form with OTP authentication and set a link expiry time. Prevent unauthorised access and ensure clients can only update details within your defined window.

📄

File Upload Support

Allow clients to share documents, photos, or identity files through the update form (up to 10 MB). Files land in Salesforce alongside the submitted data.

📋

Consent & Agreement Checkboxes

Add custom consent text and optional checkboxes to the client form. Capture GDPR consent, terms agreement, or any other compliance requirement at point of update.

🕑

Preserve Interim Records

By default, intermediate change records are deleted after approval. With the optional add-on, keep all interim records for a complete audit trail of what was submitted and when.

📩

One-Click Send from Salesforce

Salesforce users send the update link directly from any Lead, Account, or Contact record page. No extra configuration or separate application needed.

🏠

100% Native & Secure

AppExchange certified and built entirely on the Salesforce platform. Client data never leaves Salesforce infrastructure. Full security model respected throughout.

🚀

No Code Required

Admins set up and configure the app through point-and-click settings. No developer resource needed to deploy, customise forms, or manage field mappings.

📊

Reduces Manual Data Entry

Eliminate the back-and-forth emails, phone calls, and manual updates. Clients submit their own changes; your team simply approves. Data stays current with minimal effort.

App Screenshots

See It In Action

Click any screenshot to open the fullscreen viewer with keyboard navigation.

Main Interface

Client Web Form

Send Update Link

Approval View

Before/After Comparison

Configuration Settings

Lead Update Form

Account Update Form

Contact Update Form

Multi-Language Support

OTP Verification

File Upload Feature

Consent Form

Additional Features

Base License Features

Add-On Features

About Page

Watch and Learn

See Every Feature in Action

7 tutorial videos covering the full app from the main demo to advanced add-on features.

Demo

YouTube

Full Product Demo

See how Update Client Details empowers your clients to securely update their Lead, Account, and Contact information using a public, user-friendly form.

Add-On

YouTube

Multi Language Support

Send update forms in 18 languages including English, for broader accessibility across your global client base.

Add-On

YouTube

Link Expiration & OTP Security

Set expiry times on client update links and require OTP verification before accessing forms, adding an extra security layer to every submission.

Add-On

YouTube

Keep Interim Records After Approval

Preserve intermediate change records after approval for full audit trail visibility of what was submitted, when, and by whom.

Add-On

YouTube

File Upload on Client Forms

Clients can attach documents or files (up to 10 MB) directly on the client update form, landing them in Salesforce alongside the submitted data.

Add-On

YouTube

Consent Form Add-On

Add customisable consent text and agreement checkboxes to the client update form for GDPR compliance, terms acceptance, or any other requirement.

Pricing

YouTube

Pricing Details Explained

A full walkthrough of the per-company pricing model: base license, optional add-ons, how to order, and what is included at each tier.

Pricing

Simple, Per-Company Licensing.
One Price Covers Your Whole Team.

One flat annual fee per company. No per-user charges on the base license. Add optional feature add-ons at $120 per org each. ACH, Wire, and Credit Card accepted.

Base License

Best Value

Base Package

$799 /year

Flat per-company annual fee. Unlimited users included.

Lead record update forms
Account record update forms
Contact record update forms
Account + Contacts combined forms
Admin approval before record update
Sandbox and Production included
Point-and-click configuration
Full installation and usage support included for the entire subscription period
Multi Language (Add-On)
OTP and Link Expiry (Add-On)

Order Now ▶ Pricing Video

Nonprofit

Special Rate

Discounts available for qualifying nonprofit organisations

All base license features
Nonprofit pricing on request
ACH, Wire, Credit Card
Sandbox and Production included
Full installation and usage support for subscription duration
Dedicated support

Enterprise

Contact Us

Custom pricing for large deployments, multi-org, or partner resellers

All base and add-on features
Volume pricing available
Multi-org deployment support
Partner reseller arrangements
Full installation and usage support for subscription duration
Priority onboarding

Contact for Enterprise

⚡ Optional Feature Add-Ons

Each add-on unlocks a specific capability on top of your base license. Priced at $120 per org each.

Each add-on: $120 / org

🔒

Link Expiration & OTP

$120/org

Add link expiry time to client update forms. OTP verification adds an extra security layer by requiring clients to confirm their identity before accessing the form.

📄

File Upload

$120/org

Provide a File Upload button on the client update form. Customers can share documents and files up to 10 MB alongside their updated Account and Contact data.

🌞

Multi Language

$120/org

Send client update forms in 18 languages including English for broader accessibility. Ideal for organisations serving diverse or international client populations.

📋

Consent Form

$120/org

Add customisable consent or agreement text with optional checkboxes to the client update form. Capture GDPR consent, terms acceptance, or any compliance requirement.

🕑

Keep Interim Records After Approval

$120/org

By default, intermediate records are deleted after approval. Enable this add-on to preserve all interim records and maintain a full historical audit trail of every change submitted.

💡

How to order: Use the order form to place your base license order. For add-on features or to discuss custom requirements, contact us directly. ACH, Wire Transfer, and Credit Card are all accepted payment methods.

🛒 Open Order Form 🎬 Watch Pricing Video

Customer Reviews

Loved by Salesforce Teams Worldwide

All reviews verified on Salesforce AppExchange. Click any card to read it on AppExchange.

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 we are getting current address, household makeup and contact information. As a non-profit serving a large and diverse population, we needed help with multiple language support. Satrang listened closely and built out their product to support our needs. I found the team very responsive.

Exactly what we needed

★★★★★

Chirag and his team were so patient and willing to help this SFDC novice implement a customised version of this app. They changed fields, created workflows, customised 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. The app works great and Chirag's team was great. Would definitely recommend.

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.

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.

Easy Install - Huge Time Saver

★★★★★

Works great and pretty easy to customise. Huge time saver. The installation was straightforward and the app delivered exactly what we needed for keeping client details up to date in Salesforce.

Useful tool that does what it says

★★★★★

It does what it says - creates a custom record for approval before updating. A great starting point for teams looking to implement a client data update process in Salesforce with an easy approval workflow built in.

View All Reviews on AppExchange

Success Stories

How Teams Use Update Client Details

Nonprofit

Nonprofit Replaces Paper Forms with Digital Client Updates

COVID-19

Pandemic made paper forms impossible - Update Client Details solved it digitally

A nonprofit serving a large and diverse population in San Jose needed to keep client contact records current, but COVID had made face-to-face and paper-form processes impossible. Update Client Details allowed them to send digital update links, supporting 18 languages for their multilingual client base.

Workflow Automation

Vastly Improved Workflows Through Automated Client Updates

Significantly

Improved workflows - replaced manual back-and-forth communication

A professional services team was managing client detail updates through manual emails and phone calls. After implementing Update Client Details, the process became fully automated. Clients update their own information through the web form, and the team simply reviews and approves, eliminating unnecessary communication overhead.

Client Data Hygiene

Enterprise Team Keeps CRM Data Current at Scale

Zero

Manual data entry for client-initiated updates after go-live

A technology company needed a scalable way to keep their Salesforce CRM data accurate without burdening internal staff with manual entry. Update Client Details was deployed within days - clients now self-update through the branded form, and all changes go through a controlled approval workflow before touching live records.

Quick Deployment

Two-Month Rollout with Zero Developer Resource

2 Months

From initial contact to full go-live with no development resource needed

An organisation rolled out Update Client Details within two months while retaining the ability to configure and adjust the forms themselves through the simple point-and-click UI. Satrang's team supported custom field requirements and followed up throughout the process to ensure a smooth launch by the client's deadline.

Multilingual Support

Diverse Client Base Served in Their Own Language

18

Languages supported for client-facing update forms

A team serving a multilingual client community needed a solution that could present the update form in each client's preferred language. With the Multi Language add-on, the same form was rendered in 18 different languages, improving response rates and reducing confusion among clients who were not comfortable with English-only interfaces.

FAQ

Frequently Asked Questions

Got Questions?

Browse our full FAQ library or reach out directly. We respond within one business day and offer free demo calls for any use case.

Browse All FAQs
Still have questions? Book a call

What is Update Client Details?+

Update Client Details is a native Salesforce AppExchange app that empowers your clients to update their Lead, Account, or Contact information using a simple, secure public web form. No Salesforce login is required on the client side. Your team reviews and approves all changes inside Salesforce before they update any records. 100% native - your data never leaves Salesforce infrastructure.

Which record types does it support?+

The app supports Lead, Account, and Contact records. You can also send a combined form that allows clients to update both an Account and its related Contacts in a single submission. Forms are sent directly from the relevant record page in Salesforce with one click.

Does the client need a Salesforce login?+

No. The client receives a secure link by email and opens the update form in their web browser - no Salesforce account, no login, and no Salesforce Experience Cloud required. The form shows their current data and lets them submit changes directly.

How does the approval process work?+

When a client submits changes, the update is held in Salesforce for admin review. Your team sees a clear side-by-side comparison of the old and new values and can approve or reject the changes with a single click. Approved changes are automatically applied to the Salesforce record. No changes are made without an explicit approval.

What are the optional add-on features?+

There are five optional add-ons, each priced at $120 per org: Link Expiration and OTP (set expiry time and require OTP authentication), File Upload (clients can attach documents up to 10 MB), Multi Language (send forms in 18 languages), Consent Form (add GDPR consent or custom agreement checkboxes), and Keep Interim Records After Approval (preserve all change history for audit purposes).

How does pricing work?+

The base license is $799 per company per year. This is a flat fee that covers your entire organisation - no per-user pricing. Optional add-ons are each $120 per org per year. Nonprofit discounts are available on request. All payments can be made via ACH, Wire Transfer, or Credit Card.

Can I try it before buying?+

Yes. You can install the app via a free Test Drive in both Sandbox and Production environments on AppExchange. The app is read and write only within the context of the update approval workflow - it never modifies your existing records without explicit admin approval, so it is completely safe to trial in Production.

Is the app secure?+

Completely. The app is 100% native to Salesforce and AppExchange certified. All data remains within your Salesforce org at all times. The OTP add-on adds an additional authentication layer for client form access, and the Link Expiration add-on ensures update links cannot be reused after a defined period.

Does it require any code or development work?+

No code required whatsoever. The entire app is configured through point-and-click settings in Salesforce. Admins can define which fields appear on the client form, map form fields to Salesforce fields, and manage all settings without any developer involvement.

Resources