Set Up Basic Discovery Framework
Use the pre-built templates for client discovery to add sample Omniscript and assessment questions to Salesforce.
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 |
Before you enable the general settings, complete these prerequisites:
- From Setup, in the Quick Find box, enter Discovery Framework, and then click General Settings.
-
Turn on Discovery Framework, Enhanced Questions, Import or Export, and Sample
Templates.
Setting Details Discovery Framework Capture and share rich customer-related information in an efficient and compliant manner. Enhanced Questions Create questions and question versions at the same time. When Enhanced Questions is disabled, users must create question and question versions separately. Import or Export Use metadata APIs to import or export assessment questions, assessment question sets, assessment question versions, and discovery framework-related Omniscripts. Sample Templates Customize sample assessment questions, Omniscripts, integration procedures, or data mappers.
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