What are assessment templates?

You can use assessments to evaluate the health of a business object, such as an opportunity or a lead.

Administrators set up assessment templates that consist of weighted questions and possible responses that get scored. After selecting the appropriate assessment type, you enter responses for all the questions in an assessment, and achieve a score once the assessment is submitted. This score is used to evaluate the health of the business object. For example, the score could help determine whether an opportunity is viable enough to offer the potential customer a discount.