Loading
Discovery Framework and Assessments
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Save and Resume Draft Assessments in Discovery Framework

          Save and Resume Draft Assessments in Discovery Framework

          Your users can save drafts of Discovery Framework-based assessments that they’re not ready to complete. Easily find the draft assessments that are in progress and complete them at their convenience.

          Required Editions

          View supported product editions.
          User Permissions Needed
          To save Discovery Framework assessments as draft: View permissions information.
          Note
          Note Saving Assessments As Draft isn't supported for Experience Cloud users.
          1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
          2. Turn on Save Assessment As Draft.

          If the end users aren't ready to complete an assessment, they can click Save For Later, to save the assessment as draft. To resume the assessment, users can either email themselves the link to the assessment or use the link provided after saving the assessment as draft.

          Resume assessment screen displaying options to copy the link and email the link

          The CRM users such as support reps can complete the draft assessment for the end-user by using the Assessment Library in the Assessment Lightning web component.

           
          Loading
          Salesforce Help | Article