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

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

AssessedParticipantId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the agent or rep associated with the assessment. This field is available in API version 67.0 and later.

This field is a polymorphic relationship field.
Relationship Name: AssessedParticipant
Refers To: BotDefinition, ExternalConversationBotDef, User

AssessmentChannelId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the associated voice, messaging, or case conversations being assessed. This field is available in API version 67.0 and later.

This field is a polymorphic relationship field.
Relationship Name: AssessmentChannel
Refers To: Case, MessagingSession, VoiceCall

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.

AssessmentMode

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Possible values for assessment mode:
- Automated
- Manual
- Overridden This field is available in API version 67.0 and later.

AssessmentRating

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The overall rating for the assessment.
Possible values:
- High
- Low
- Medium

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:
- Canceled
- Completed
- In Progress

AssessmentSummary

Type: textarea
Properties: Create, Nillable, Update
Description: The summary of the evaluated assessment. This field is available in API version 68.0 and later. This field is visible only if you have the QualityManagementEnabled permission enabled for your organization.

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

ChannelLastInteractionDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time of the last interaction with the agent or rep being assessed. This field is available in API version 67.0 and later.

ChannelType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The type of channel for the conversation being assessed. This field is available in API version 67.0 and later.
Possible values:
- Case
- MessagingSession
- VoiceCall

CompletedDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time when the assessment was completed.

ConfidenceScore

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The relative confidence score of the assessment insight, expressed as a value between 0.0 and 1.0. Higher values (closer to 1.0) indicate greater confidence. This field is available in API version 68.0 and later. This field is visible only if you have the QualityManagementEnabled permission enabled for your organization.

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). This field is available in API version 60.0 and later.
Default value: false

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).
Default value: 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.

MaximumScore

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The total score derived from all applicable questions, used as the denominator in percentage calculations. This field is available in API version 67.0 and later.

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

StatusReason

Type: textarea
Properties: Create, Nillable, Update
Description: The reason why an assessment was incomplete or unsuccessful. This field is available in API version 68.0 and later.

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.

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.

AssessmentChangeEvent: Change events are available for the object.
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.