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Topics#Customer ServiceStuart Roeves の質問
Stuart Roeves が「#Customer Service」で質問
2019年12月27日 13:35

Storing our own company information

As a company we are asked to complete alot of RFIs (request for information) is there a way I can store those questions and answers in salesforce that would make them easily accessable? it would be even more handy if they could be set out in a logical order. EG. Finance questions / Operational questions / Company informatics etc... Any ideas? Thanks folks and Happy Holidays
2 件の回答
  1. Amnon Kruvi (The Architech Club)
    2019年12月27日 13:38
    Hi Stuart, 

     

    I don't believe there are any standard facilities for this, but it sounds like something you could create a custom object for relatively easily.

     

    Make a custom object with a long text field for the question, a rich text field for the answer, and a picklist for category. You could then export this list using data loader, or make a custom page to print/email it. 
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