Sales Stage Assessment Template
The assessment template tied to a sales stage of a particular sales method. A sales representative managing an opportunity in this particular stage is prompted to complete the assessment when he is about to move to the next stage in the lifecycle. Sales stage assessment templates can be either mandatory or recommended.
QName: {http://xmlns.oracle.com/apps/sales/opptyMgmt/salesMethods/salesMethodService/}SalesStageAssessmentTemplate
Logical Business Objects
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CRM : Opportunity Management : Sales Method
Relationships
The following table describes how this service data object is related to other service data objects or business object services.
Relationship Type | Object or Service |
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Contained by |
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Handled by |
Attributes
The following table describes attributes in the service data object.
Name | Type | Description |
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AssessTemplateNumber |
string |
The assessment template number. |
AssessmentTemplateId |
long |
The assessment template identifier. |
DescriptionText |
string |
The description of the sales stage assessment template. |
Name |
string |
The assessment template name. |
SalesStgId |
long |
The attribute for sales stage identifier. |
SetId |
string |
The set identifier for the sales stage Assessment Template; this is derived from the sales stage set identifier. |
StgAssessTemplateId |
long |
The unique ID for stage and assessment template association.
|
StgAssessTemplateNumber |
string |
A GUID-based column that has been created to be a part of the Alternate Key for data migration. |
TmplApplyCode |
string |
The attribute that indicates how assessments based on this template will be used for the sales stage, for example, mandatory, recommended, and so on. |