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

• 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
Contained by	Sales Stage
Handled by	Sales Method

Attributes

The following table describes attributes in the service data object.

Name	Type	Description
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. Primary Key
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.