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Topics#Sales And MarketingBen Norton の質問
Ben Norton が「#Sales And Marketing」で質問
2015年7月14日 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 件の回答
  1. Pritam Shekhawat (PwC South East Asia Consulting)
    2015年7月14日 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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