Manage Every Aspect of Questionnaire-Driven Information Collection
By using the Discovery Framework data model, your users can collect and validate
customer information in compliance with your policies. Use Discovery Framework for needs
analysis, digital onboarding, and more.
Discovery Framework Editions and Permissions Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.
Discovery Framework Omniscripts Create Omniscripts with conditional logic for the questions in your forms. Add other customizations, and then preview and activate the Omniscript.
Manage Assessments with the Assessment Component for Discovery Framework Use the Assessment Library in the Assessments Lightning web component to take the assessments or send specific assessments to users. Streamline assessment management and response tracking by using the Lightning web component in your Experience Cloud site. Provide a consolidated view of all assessments to your users, making it easier to track their progress.
Experience Cloud Site Access to Discovery Framework Enable guest users who aren’t logged in to an Experience Cloud site to access Discovery Framework objects and components. Create a permission set that grants read-only access, assign the permission set to guest users, and create sharing rules that allow data to be available to guest users. Learn about the considerations to keep in mind regarding guest user access.
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