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Elements and Sections in the Sales Assessment Template XML Output File


Table 31 describes the elements and sections in the sales assessment template XML output file

Table 31. Elements and Sections in the Sales Assessment Template XML File
Element or Section
Description

<data:Name>MyAssessment</data:Name>

<Name> specifies the name of the sales assessment template.

<data:Active>true</data:Active>

<Active> specifies whether the sales assessment template is active (true) or inactive (false).

<data:Filter1></data:Filter1>
<data:Filter2></data:Filter2>
<data:Filter3></data:Filter3>
<data:Filter4></data:Filter4>

The <Filtern> elements specify the filters that are used to identify which assessment script is the appropriate one to present to a user for a task.

<data:AttributeValueNumber>
</data:AttributeValueNumber>

<AttributeValueNumber> shows the maximum number of answers specified for a question in the assessment script. This element is read-only and is ignored for upsert requests.

<data:ChildScore></data:ChildScore>

<ChildScore> shows the maximum score for the first question, which is calculated by multiplying the weight of the first question by the highest score specified for an answer for the first question. This element is read-only and is ignored for upsert requests.

<data:Description>Sales Assessment</data:Description>

<Description> contains the description of the sales assessment template.

<data:FieldtoMapScoreTo></data:FieldtoMapScoreTo>

<FieldtoMapScoreTo> specifies the field that displays the score in the parent record.

<data:MaxAttrValue>4</data:MaxAttrValue>

<MaxAttrValue> shows the total number of answers for the questions in the assessment script. This element is read-only and is ignored for upsert requests.

<data:MaxPossibleScore></data:MaxPossibleScore>

<MaxPossibleScore> is a calculated value. For each question, the weight for the question is multiplied by the highest score for an answer for the question. The sum of the results for all questions is shown in this element. This element is read-only and is ignored for upsert requests.

<data:MaxScore></data:MaxScore>

This element is not used.

<data:ResponseControl>Drop-Down
</data:ResponseControl>

<ResponseControl> specifies the control used for adding responses to assessment questions. Valid values are: Drop Down, and Radio Button.

<data:SalesMethod></data:SalesMethod>

This element is not used.

<data:SalesStages></data:SalesStages>

This element is not used.

<data:FieldtoMapOutcomeValueTo>
</data:FieldtoMapOutcomeValueTo>

<FieldtoMapOutcomeValueTo> specifies the field that displays the outcome value in the parent record.

<data:RemoveCommentBox>false</data:RemoveCommentBox>

<RemoveCommentBox> determines whether the comment box is removed when the user is completing the assessment (true) or the comment box is visible (false).

<data:OutcomeValueIfThresholdMet>
</data:OutcomeValueIfThresholdMet>

<OutcomeValueIfThresholdMet> specifies the outcome value to display if the threshold score is met.

<data:OutcomeValueIfThresholdNotMet>
</data:OutcomeValueIfThresholdNotMet>

<OutcomeValueIfThresholdNotMet> specifies the outcome value to display if the threshold score is not met.

<data:ThresholdScore>40</data:ThresholdScore>

<ThresholdScore> specifies the threshold that is used to calculate the outcome of the script. If the score is equal to or higher than the threshold, then the outcome is met.

<data:Type>Account Survey</data:Type>

<Type> specifies the type of the assessment script. The valid values are:

  • Account Survey
  • Activity Assessment
  • BusinessPlan Assessment
  • Contact Script
  • Lead Qualification
  • Objective Assessment
  • Opportunity Assessment
  • Service Request - Script
  • Service Request - Survey

<data:TemplateType>Assessment</data:TemplateType>

<TemplateType> specifies the record type of the assessment script. This element is always set to Assessment, is read-only, and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

The <ListOfSalesAssessmentTemplateAttribute> section contains the details of the criteria specified for the sales assessment template.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

The <SalesAssessmentTemplateAttribute> section contains the details of one criterion for the assessment.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
    <data:Question></data:Question>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<Question> specifies a question to be answered by the user.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:CriteriaName></data:CriteriaName>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<CriteriaName> contains a descriptive name for the question.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ChildNumber>2</data:ChildNumber>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<ChildNumber> shows the number of answers that are specified for the question. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ChildOrder>1</data:ChildOrder>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<ChildOrder> shows the sequence number of the first answer to the first question. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ChildScore>100</data:ChildScore>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<ChildScore> shows the score assigned to the first answer for the question. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:AnswerMapToField></data:AnswerMapToField>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<AnswerMapToField> specifies the field on the parent record for displaying the answer to the question.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:MaxChild>100</data:MaxChild>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<MaxChild> shows the highest score assigned to an answer for the question. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:Order>1</data:Order>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<Order> specifies the position of this question in the sequence of questions presented to the user.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ParentType>Account Survey</data:ParentType>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<ParentType> shows the type of the sales assessment to which the question belongs. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:Weight>50</data:Weight>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<Weight> specifies a percentage value that indicates the importance of the question. The sum of the weights for all questions must equal 100.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:WeightxScore>5000</data:WeightxScore>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

<WeightxScore> is the maximum score for the question. It is calculated by multiplying the weight of the question by the highest score assigned to an answer for the question. This element is read-only and is ignored for upsert requests.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ListOfSalesAssessmentAttributeValue>
. . .
    </data:ListOfSalesAssessmentAttributeValue>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

The <ListOfSalesAssessmentAttributeValue> section contains the elements for the Answer section of the Assessment Script template.

<data:ListOfSalesAssessmentTemplateAttribute>
  <data:SalesAssessmentTemplateAttribute>
. . .
    <data:ListOfSalesAssessmentAttributeValue>
      <data:SalesAssessmentAttributeValue>
        <data:Description></data:Description>
        <data:Order>1</data:Order>
        <data:Answer></data:Answer>
        <data:Score>100</data:Score>
      </data:SalesAssessmentAttributeValue>
. . .
    </data:ListOfSalesAssessmentAttributeValue>
. . .
  </data:SalesAssessmentTemplateAttribute>
. . .
</data:ListOfSalesAssessmentTemplateAttribute>

The <SalesAssessmentAttributeValue> section contains the details of one answer, in the following elements:

  • <Order> indicates the position of this answer in the sequence of the answers presented to the user when completing the assessment.
  • <Answer> contains the answer for the question.
  • <Score> contains the score for the answer.

NOTE:  The Description element in this section is not used.

.

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