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Topics#Sales And MarketingPregunta de Ben Norton
Ben Norton ha preguntado en #Sales And Marketing
14 jul 2015, 10:06

What is the best form app for updating contact and account information in Salesforce?

I would like to cleanup my database by sending my contacts a link to a web form so they can fill in their details and when submitted will automatically update their existing details in Salesforce.
9 respuestas
  1. Pritam Shekhawat (PwC South East Asia Consulting)
    14 jul 2015, 11:02
    @Ben , For this you have to do some manually work using data loader. IF you are using Enterprise and above edition then use data loader to export your Lead data in .csv file and than update in excel and again import the excel file with updated information. For contact you can use  Salesforce standard features Sending Stay-in-Touch Requests.

     

     
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