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
AssessmentTaskDefinitionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The assessment task definition that is referenced for the task. This field is available in API version 48.0 and later.
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 Time when the task is completed by a field rep. This field is available in API version 49.0 and later.
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. This field is available in API version 48.0 and later.
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.
ParentId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The visit associated with an assessment task.This field is available in API version 48.0 and later.
SequenceNumber	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The sequence in which the tasks must be performed. This field is available in API version 48.0 and later.
StartTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description Time when the task is started by a field rep. This field is available in API version 49.0 and later.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description View the status of a task. This field is available in API version 48.0 and later. Possible values are: `Completed` `InProgress`—In Progress `NotStarted`—Not Started
TaskDefinitionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to related records such as signature task, delivery task, other Component task, flow, and SFDC task. This field is a polymorphic relationship field. This field is available in API version 48.0 and later. Relationship Name TaskDefinition Refers To DeliveryTask, OtherComponentTask, RecordAction, SignatureTask, Task
TaskType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description Type of a task that the sales rep can perform during the visit. The task type must match the task type of the assessment task definition. Possible values are: `ConductInStoreSurveys` `InventoryCheck` `Other` `PlaceOrder` `PlanogramCheck` `PromotionCheck`

Associated Objects

This object has these associated objects. Unless noted, they’re available in the same API version as this object.

AssessmentTaskHistory: History is available for the object.

AssessmentTaskShare: Sharing is available for the object.

AssessmentTaskFeed: Feed is available for the object.

Consumer Goods Cloud Developer Guide

AssessmentTask

Supported Calls

Fields

Associated Objects