Sales Assessment

The sales assessment object stores information about a sales assessment script associated with an account, activity, business plan, contact, or objective.

Parent Objects

Account, Activity, Business Plan, Contact, Objective, Opportunity, Service Request.

Fields

The following table details the required and read-only fields for the sales assessment child object.

Note: Only one of the fields TemplateId or Name is required.

Table Required and Read-Only Fields for the Sales Assessment Child Object

Field Name Type

TemplateId

Required

Name

Required

Audit Fields

Read-only

The following table provides a list of the user key combinations for the sales assessment child object.

Table User Key Fields on the Sales Assessment Child Object

User Key Field Combinations

Name

TemplateId