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AssessmentTask

Perform activities such as planogram check, inventory check, promotion check, in-store survey, or custom task in stores to capture information. This object is available in API version 47.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
Description
Type
textarea
Properties
Create, Filter, Nillable, Sort, Update
Description
Description of task that has to be performed at the store.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The most recent date on which a user referenced this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The most recent date on which a user viewed this record.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Unique identification of the task.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the assessment task record owner.
TaskType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort
Description
Type of a task that the sales rep can perform during the visit.
Possible values are:
  • ConductInStoreSurveys
  • InventoryCheck
  • Other
  • PlaceOrder
  • PlanogramCheck
  • PromotionCheck