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SalesAssessmentTemplateUpsert


Updates an existing sales assessment template or inserts a new sales assessment template.

Usage

Use the SalesAssessmentTemplateUpsert method to insert a sales assessment template or update an existing sales assessment template.

The apdata:SalesAssessmentTemplate argument contains the following elements containing sales assessment template data:

  • Name. The name for the sales assessment template (required).
  • Active. Whether the sales assessment template is active.
  • Filtern. The filters used to identify which assessment script is the appropriate one to present to a user for a task.
  • Description. A description for the sales assessment template.
  • FieldtoMapScoreTo. The field that displays the score in the parent record.
  • ResponseControl. The control used for adding responses to assessment questions. Possible values are: Drop Down, Radio Button.
  • FieldtoMapOutcomeValueTo. The field that displays the outcome value in the parent record.
  • RemoveCommentBox. Whether the comment box is removed when the user is completing the assessment.
  • OutcomeValueIfThresholdMet. The outcome value to display if the threshold score is met.
  • OutcomeValueIfThresholdNotMet. The outcome value to display if the threshold score is not met.
  • ThresholdScore. The score used to calculate the outcome of the script. If the score is equal to or higher than the threshold, the outcome is met.
  • Type. The type of assessment script (required). Possible values are:
    • Activity Assessment
    • Account Survey
    • Business Plan Assessment
    • Contact Script
    • Lead Qualification
    • Objective Assessment
    • Opportunity Assessment
    • Service Request - Script
    • Service Request - Survey
  • ListOfSalesAssessmentTemplateAttribute. The attributes for the sales assessment template. The following are child elements of the SalesAssessmentTemplateAttributeData element:
    • Question. A question to be answered by the user (required).
    • CriteriaName. A descriptive name for the question (required).
    • AnswerMapToField. The field on the parent record for displaying the answer to the question.
    • Order. The position in the sequence of the questions presented to the user.
    • Weight. A percentage value indicating the importance of the question. The sum of the weights for all questions must equal 100 (required).
    • ListOfSalesAssessmentTemplateAttributeValue. The attribute values of the sales assessment template. The following are child elements of the element SalesAssessmentAttributeValueData:
      • Order. The position in the sequence of the answers presented to the user when completing the assessment.
      • Answer. An answer for the question (required).
      • Score. The score for the answer (required).

Arguments

Table 156 describes the arguments taken by the SalesAssessmentTemplateUpsert method.

Table 156. Arguments Taken by the SalesAssessmentTemplateUpsert Method
Name
Description
Required
Default
I/O

apData:SalesAssessmentTemplate

The sales assessment template data to be inserted or updated.

Yes

Not applicable

Input

Status

The status of the call.

Not applicable

Not applicable

Output

Return Value of the Call

The status is returned.

Oracle Web Services On Demand Guide, Version 21.0 (Oracle CRM On Demand Release 33) Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.