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()

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
ApplicantId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The applicant for whom the assessment was carried out. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud. This field is a relationship field.
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.
ExternalAssessmentDefId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The associated external assessment definition. This field is a relationship field. Relationship Name ExternalAssessmentDef Relationship Type Lookup Refers To ExternalAssessmentDefinition
IsSavedForLater	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the assessment is saved as a draft (true) or not (false). The default value is false. This field is available in API version 60.0 and later.
IsSuggestedAssessment	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the assessment is a suggested assessment (true) or not (false). The default value is `false`.
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
PartyProfileId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Represents information about the profile of a party, such as a contact, account, or lead. This field is available only if you’ve enabled the Know Your Customer setting in your Salesforce org. Relationship Name PartyProfile Relationship Type Lookup Refers To PartyProfile
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. This field is a polymorphic relationship field. Relationship Name ResponseContext Relationship Type Lookup Refers To BusinessLicenseApplication, CarePlan, IndividualApplication, PublicComplaint, Visit
Type	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the type of assessment. This field is available only if you have enabled Integrated Onboarding for Financial Services Cloud. Possible values are: `Deposit Accounts` `Needs Analysis`

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.

Industries Common Resources Developer Guide

Assessment

Supported Calls

Fields

Associated Objects