Oracle Web Services On Demand Guide > Web Services On Demand API Calls > Administrative Services API Calls >
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 168 describes the arguments taken by the SalesAssessmentTemplateUpsert method.
Table 168. Arguments Taken by the SalesAssessmentTemplateUpsert Method
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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.
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