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Discovery Framework and Assessments
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            Create Assessment Questions with Generative AI

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            Create Assessment Questions with Generative AI

            Accelerate form creation by using Agentforce to generate relevant assessment questions based on specific objectives like loan intake or customer onboarding. Draft, refine, and convert AI-generated suggestions into Discovery Framework assessment forms with this AI-powered workflow.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create assessment questions: View permissions information.
            To edit and manage Generate Assessment Questions prompt template: Prompt Template Manager
            To access and run prompt templates outside Prompt Builder: Prompt Template User
            1. From the App Launcher, find and select Assessment Questions.
            2. Click Draft Questions with Agentforce.
            3. To provide context, enter an assessment objective. For example, enter generate questions for home loan application to generate questions related to home loan application intake.
            4. Click Generate.
            5. Modify the questions, update the category, data types, and add the response values as necessary, and then click Create Assessment Questions.
            6. Select the usage type and save your changes.
            7. On the Create Form page, enter the Omniscript details and build the assessment. See Customize a Discovery Framework Omniscript.

            View the assessment questions created in the Assessment Questions record page.

             
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