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Add the Assessment Component to the Account Record Page

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Add the Assessment Component to the Account Record Page

Drag and drop the Assessment component to the account record page to activate the page and use the assessment. 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

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

From Setup, in the Quick Find box, enter Lightning App Builder.
Select the Account Record Page where you want to add the Assessments component, and then click Edit.
From the sidebar list of components, drag the Assessments component and drop it on the client record page.
Save and activate the page.

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