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            Access the Assessment Library

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Access the Assessment Library

            View the associated Assessments and Assessment Library tabs after you add the Assessment component to the account record page. The Assessment component shows assessments that you create using the Discovery Framework.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To enable Discovery Framework:

            Omnistudio Admin permission set

            AND

            Read and Edit permission on Discovery Framework objects
            To complete an assessment

            Read and Edit permission on Discovery Framework objects
            1. From the app navigation menu, click Accounts and select the client record page account where you previously added the Assessment component.
            2. To generate the questionnaire, on the Assessment component, click the Assessment Library tab.
            3. Click FSCFactFindingQuestionnaire > Start.
            4. Fill out the questionnaire and click Next > Save.
              You can see the saved questionnaire in the Assessments component’s tab, where the most recent questionnaire appears at the top of the list. The questionnaire results show a risk score and an investment objective.
             
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