Overview of Assessments

Assessments enable you to evaluate the condition of a business object, such as an opportunity or lead. Administrators define assessment templates that consist of questions with scored responses and then make the assessments available in the application.

During the assessment process, you're presented with assessment questions. Responses to the questions provide you with immediate scoring and recommendations or follow-up business processes.

Assessments can consist of the following components:

  • Questions

  • Question ratings

  • Responses, including free-form responses

  • Scoring of the assessment

  • Tasks to be performed based on feedback score