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.
Filter. 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
The following table describes the 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.