Has anyone set up a customized FAQ in Salesforce? My company has an FAQ document about our sales methodology that we want to post for sales reps. I was thinking we could use Salesforce for it, but I'm not sure how to go about setting it up. Any ideas?
I have created a custom object called Custom Data Request with a Master-Detail relationship to the standard Opportunity object. I am trying to figure out a way to automatically update a field on the Opportunity object when one of the fields on the Custom Data Object is updated. I've tried Cross-Object Formulas, but was told that you can't update a parent from a child with these. I've also tried to create a Workflow Field Update, but when I put in the formula Custom_Data_Request__r.Total_Value__c, I get an error that "field Custom_Data_Request__r does not exist." I am not up to speed on APEX coding, so I don't know how to create triggers. Does anyone have suggestions on how to make this work? Thanks.
