Tuesday, December 2, 2014

Salesforce.com - Requesting Updated Contact Information

Salesforce.com - Requesting Updated Contact Information

Every so often it’s a good idea to reach out to your contacts and ensure that you don’t have outdated contact information. Salesforce provides a useful Stay-in-Touch Requests feature that allows the contact owner or administrator to send an email to the contact requesting updated contact information.

To request updated information, follow the steps below;

Navigate to the contact you want to request updated information for. Click on Request Update button.

You’ll then be able to customize your email message to the contact. Once you’ve done that hit send.
After clicking send, the contact will receive an email from Salesforce. This email will have a link that 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.