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Discovery Framework and Assessments
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            Create Assessment Question Categories, Questions, and Question Sets

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            Create Assessment Question Categories, Questions, and Question Sets

            Create categories for assessment questions, create the questions, and then, optionally, add questions to sets to make them easier to find and reuse.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create assessment question categories: Customize Application
            To create assessment questions and question sets: View permissions information.

            Create Assessment Question Categories

            Group assessment questions for different scenarios by using the Category picklist field.

            By default, Salesforce provides two assessment question categories: Demographic and Financial. Create additional categories to group other types of assessment questions.

            1. In the object management settings for Assessment Question, click Fields & Relationships, and then click Category.
            2. In the Category Picklist Values section, click New.
            3. On separate lines, enter the Category valies.
            4. Save your changes.

            Create Assessment Questions

            Use a simple user interface to create both parent questions and child questions.

            1. From the App Launcher, select Assessment Questions.
            2. Change the list view to All Assessment Questions.
            3. To create questions with generative AI, click Draft Questions with Agentforce. See Agentforce Question Generation.
            4. To create an assessment question manually, click New.
            5. Provide a name for the question.
            6. Provide a developer name.
              Developer name is the API name of the record.
              Note
              Note

              You can't use certain reserved keywords as the Developer Name or API Name for assessment questions. These keywords are generated by default during the execution of the Omniscripts of type Discovery Framework. Some examples of the reserved keywords include omniscriptId, language, AssessmentSignature, DigitalSignature, SignedElements, and DocumentMatrix.

            7. Select the question data type.
            8. Select a question category.
            9. If the question points to a related question, in the Related Question search field, search for and select the related question.
              Selecting related questions creates hierarchical questions. Related question is the parent record.
              Note
              Note You can create only one level of hierarchy. Here’s an example of one-level hierarchical questions:

              Parent Question: Is your onboarding process subject to regular audit and review? (Yes/No)

              Child question 1: If Yes, mention the frequency of the audit review.

              Child question 2: If No, provide the reasoning below.

            10. If the question is of data type Formula, in the Formula Response Data Type picklist, select the data type of the question response that the formula calculates.
              When the data type of the question is Formula, the Formula Response Data Type field is a required field.
            11. If you disabled Enhanced Questions, you must manually create the assessment question version record.
              1. Save your work.
              2. On the assessment question record page, click the Related tab.
              3. In the Assessment Question Version related list, click New.
              4. In the Name field, enter a name for the record.
              5. In the Question Text area, enter the question text.
            12. To make this question the active version, select Active.
              Note
              Note The question label on a form is derived from the question text field from the active version of the question.
            13. In the Response Values area, enter the response values.
              Note
              Note When the question is either of the data type Radio, Radio Group, Select, or Multiselect, Response Values is a required field. Enter response values with each value on a new line. Alternatively, for Select, Multiselect, and Radio, you can also define the response values later as Option Source (SObject or Custom only) in Omnistudio Designer.
              1. For Select, Multiselect, and Radio question types, if you want to define the response values later as Option Source (SObject or Custom only) in Omnistudio Designer, then select Option Source Response Value.
            14. In the Help Text field, enter explanatory text.
              This text appears in an infobubble for the UI element that's related to this question on the form.
            15. Save your changes.
              Note
              Note By creating question versions, you can track changes to a question and use the data for auditing purposes. If you don’t set the version as Active, then the default status of the question is Draft. When you create a version, the previous question version, if it exists, is automatically marked as Archived.

            Create Assessment Question Sets

            A question set is a collection of questions. Question sets make it easier to reuse questions across contexts, such as to search for questions and add them to a form. Users can use the Assessment Question Assignments related list to assign questions to question sets.

            1. On the assessment question record page, click the Related tab.
            2. In the Assessment Question Assignments related list, click New.
            3. To search for and select the assessment question set, use the Assessment Question Set search field.
            4. If you haven’t created any assessment question sets, from the Assessment Question Set search field, click New Assessment Question Set.
              1. Enter a name for the question set.
              2. Enter a developer name.
                Developer name is a required field. It’s a unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts for package installations.
              3. Save your work.
            5. Save your changes.

            See Also

             
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