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AssessmentTask

Perform activities such as patient registration or order authorization to capture information.

Special Access Rules

In Life Sciences Cloud, standard and custom fields extend the standard AssessmentTask object to represent tasks to complete a provider engagement compliance cycle.

The AssessmentTask object and its fields are used by the Key Account Management and the Provider Engagement Compliance feature areas. This topic lists the fields used in both of these features.

Supported Calls

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

Fields

Field	Details
AssessmentTaskDefinitionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The assessment task definition that is referenced for the task. This field is a relationship field. Relationship Name AssessmentTaskDefinition Refers To AssessmentTaskDefinition
AssignedToId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Represents the user that's assigned the task. This field is a polymorphic relationship field. Relationship Name AssignedTo Relationship Type Lookup Refers To User
Description	Type textarea Properties Create, Filter, Nillable, Sort, Update Description Description of task that has to be performed at the store.
EndTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the assessment task is completed.
IsRequired	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicate whether a task must be completed to complete a visit. The default value is False.
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. 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 Unique identification of the task.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user who owns this assessment template. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
ParentId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The visit associated with an assessment task. This field is a relationship field. Relationship Name Parent Refers To Visit
ReferenceRecordId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Represents the record with which the associated task is related. This field is a polymorphic relationship field. Relationship Name ReferenceRecord Relationship Type Lookup Refers To CarePgmEnrolleeWkOrdStep, ActionPlan, PrvdEngmtComplianceCycle Based on the availability of objects in your org.
SequenceNumber	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The sequence in which the tasks must be performed.
SourceSystemIdentifier	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The identifier of the record in the source system. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.
SourceSystemName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the system from which data is loaded into this object. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.
StartTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description Time when the task was started by a field rep.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description View the status of a task. Possible values are: `Completed` `InProgress`—In Progress `NotStarted`—Not Started `Skipped` The default value is `Not Started`.
TaskType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description Type of a task that the sales rep can perform during the visit. In Life Sciences Cloud, the task type must match the task type of the assessment task definition. Possible values are: `ComponentTask`—Component Task `DeliveryTask`—Delivery Task `Other` `RecordAction`—Record Action `SignatureTask`—Signature Task

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.

Agentforce Life Sciences Developer Guide

AssessmentTask

Special Access Rules

Supported Calls

Fields

Associated Objects