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Set Up a Decision Matrix to Evaluate Scores
To evaluate assessment scores, create a decision matrix in Business Rules Engine using a CSV file that contains the assessment questions and assessment question responses with their corresponding response value scores.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To use a decision matrix in Business Rules Engine: | Rule Engine Runtime |
| To create, update, and delete decision matrices and matrix versions: | Rule Engine Designer |
| To use assessments: | Industries Assessments permission set license |
Make sure that you’ve set up assessment questions and assessment question responses.
Note You can configure your own score evaluation tool using expression sets, flows, or by
writing your own logic. Decision matrices are just one of the tools that you can use for
evaluating assessment scores.
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In a spreadsheet, map each assessment question to its assessment question response options
and the corresponding response value scores. For example, here’s a spreadsheet for an
assessment that evaluates self-esteem:
Assessment Questions Assessment Question Responses Response Value Scores How much do you believe in yourself? I don’t believe in myself 0 How much do you believe in yourself? I believe I can achieve most daily tasks 1 How much do you believe in yourself? I believe I can achieve anything 2 Do you think you’re smart? Not at all 0 Do you think you’re smart? I’m smarter than some people I know 1 Do you think you’re smart? I’m always the smartest in the room 2 - Download this sheet as a CSV file.
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In your Salesforce org, create a decision matrix. For detailed instructions, see Create a Standard Decision Matrix by Using a CSV File
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Map the assessment questions and assessment question responses as inputs, and the response value scores as output.
Next, add this decision matrix as an action element to the Get Assessment Response Score flow.
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