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Custom Question on Related List in Salesforce for Opportunity

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  • Custom Question on Related List in Salesforce for Opportunity

    Custom Questions appear as a related list I can drag into a Contact, but I can't seem to do that for the Opportunity page. Am I missing something?

    Thanks

  • #2
    Good day!

    Custom questions are related fields to the Contact and not opportunities.

    A person has answered the question so the question/answer is related to that contact. The Question was not answered for a specific opportunity so the Opportunity ID is not included in the Custom Question data.

    Hope that answers the question.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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