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:
|
AssessmentStagedDataId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The Assessment Staged Data that's associated with this
assessment.
- This field is a relationship field.
- Relationship Name
- AssessmentStagedData
- Refers To
- AssessmentStagedData
|
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
|
AssessorId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The person who carried out the assessment and recorded the
responses.
- This field is a polymorphic relationship field.
- Relationship Name
- Assessor
- Refers To
- Account, Contact, HealthcareProvider, User
|
CareProgramSiteId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- Stores the derived Care Program Site Identifier when the site
assessment is done in the context of care program sites. This field
is available in API version 63.0 when Site Management is
enabled.
- This is a relationship field.
- Relationship Name
- CareProgramSite
- Refers To
- CareProgramSite
|
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
|
CompletedDateTime |
- Type
- dateTime
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- The date and time when the assessment was completed.
|
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
|
Identifier |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The unique identifier of a completed or partially completed
assessment in the source system.
|
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
-
- ApplicationFormEvaluation - Available in API version 62.0
and later
- BusinessLicenseApplication
- CarePlan
- IndividualApplication
- PublicComplaint
- VettingEvaluation - Available in API version 62.0 and
later
- 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.
|