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Rogerio Lara 2028
Create questionnaire on opportunity record
Hi there,
I was wondering if anyone has ever tried or heard about creating assessment questions on the opportunity record either as "long" text fields or a related list. The stand field types can only hold a certain number of characters, and need to create a sort of form on the opportunity to help the sales reps position their deals. I've tried surveys and forms, but it's to cumbersome to work with and it doesn't give me the desired look and feel either.
Thank you,
Rog
I was wondering if anyone has ever tried or heard about creating assessment questions on the opportunity record either as "long" text fields or a related list. The stand field types can only hold a certain number of characters, and need to create a sort of form on the opportunity to help the sales reps position their deals. I've tried surveys and forms, but it's to cumbersome to work with and it doesn't give me the desired look and feel either.
Thank you,
Rog
Please check the below post for similar issue.
http://salesforce.stackexchange.com/questions/111855/create-a-button-that-opens-a-questionnaire-that-then-gets-attached-to-the-opport
Mark this as solved if it helps.
Best Regards,
Nagendra.P
Thank you much once again. Really appreciated! Rog