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Assessment

Stores the header data for an assessment. This object is available in API version 55.0 and later.

Supported Calls

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

Special Access Rules

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the account for which the assessment was taken.
This is a relationship field.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
AssessmentRating
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The overall rating for the assessment.
Possible values are:
  • High
  • Low
  • Medium
AssessmentStatus
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Required. The status of the assessment.
Possible values are:
  • Canceled
  • Completed
  • In Progress
CaseId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the case associated with the assessment.
This is a relationship field.
Relationship Name
Case
Relationship Type
Lookup
Refers To
Case
ContactId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the contact associated with the assessment.
This is a relationship field.
Relationship Name
Contact
Relationship Type
Lookup
Refers To
Contact
EffectiveDateTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The timestamp from when the assessment is effective.
ExpirationDateTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The timestamp from when the assessment lapses.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Required. The name of the assessment.
OmniProcessId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The OmniScript associated with the assessment record. This field is available in API version 56.0 and later.
This field is a relationship field.
Relationship Name
OmniProcess
Relationship Type
Lookup
Refers To
OmniProcess
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the user who created the relationship record.
This is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
ParentId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the related assessment, if any.
This is a relationship field.
Relationship Name
Parent
Relationship Type
Lookup
Refers To
Assessment
ResponseContextId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The record in which context the response was taken.

This field is available in API version 56.0 and later where Public Sector Solutions is enabled.

Note

This field is a polymorphic relationship field.
Relationship Name
ResponseContext
Relationship Type
Lookup
Refers To
BusinessLicenseApplication, CarePlan, IndividualApplication, PublicComplaint, Visit

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

AssessmentFeed
Feed tracking is available for the object.
AssessmentHistory
History is available for tracked fields of the object.
AssessmentShare
Sharing is available for the object.