1. Implementation Reference
  2. Enable Multiple Opportunity Assessments Per Template

Enable Multiple Opportunity Assessments Per Template

Often sales representatives want to re-assess opportunity information and perform several assessments for opportunities using the same assessment template. To enable sales representatives to perform multiple assessments per assessment template, you must set the profile option, Enable Multiple Assessments Per Assessment Template.

Set the Profile Option

Multiple assessments per assessment template isn't enabled by default. To enable the functionality, set the profile option Enable Multiple Assessments Per Assessment Template (MOW_MULTIPLE_ASSESSMENTS_ENABLED) to Yes at the site level. Follow these steps.

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the search region of the Manage Administrator Profile Values page, enter the profile option display name Enable Multiple Assessments Per Assessment Template in the Profile Display Name field.

  3. In the search results list, click the profile option name.

  4. In the Profile Values section, select Yes from the Profile Value list.

  5. Click Save and Close.

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