Perform Multiple Opportunity Assessments Using the Same Template

From time to time, you might want to reassess your opportunity information and perform several assessments for opportunities using the same assessment template.

To perform multiple assessments per template, your sales administrator must set the profile option Enable Multiple Assessments Per Assessment Template to Yes at the site level. You can add assessments, if more are available, by clicking Add Assessment, and then selecting the assessment template. When you add another assessment for your opportunity using the same assessment template, the application automatically generates an assessment name using the assessment template name plus a counter suffix. If you have an existing assessment for an opportunity named Discount Eligibility V1, then if you add another opportunity assessment using the same template, the new assessment name is displayed as Discount Eligibility V2. You can edit this name to suit your own requirements.

When all questions are answered, the status of the assessment is set to Complete and continues to be editable. You can view all ongoing or historical assessments, scores, statuses, and template names. You can use the Delete and Submit features only if the buttons are enabled by your administrator using Page Composer. You can delete an assessment that's no longer required or if it was created by mistake as long as it hasn't been submitted. The Submit button becomes available only when you have entered responses for all questions. You can't edit the assessment once the status is set to Submitted but you can continue to view it.

Perform Multiple Opportunity Assessments

Before you begin, ensure that your administrator has set the Enable Multiple Assessments Per Assessment Template (MOW_MULTIPLE_ASSESSMENTS_ENABLED) profile option to Yes. You must also have Full or Edit access on an opportunity to perform multiple assessments and update existing assessments using the same assessment template. With View Only access, you can view assessments but not update them.

Here's how to perform multiple opportunity assessments using the same assessment template.

1. From the Navigator, click Opportunities.

2. In the list of opportunities, select an opportunity to edit it. The Edit Opportunity page appears.

3. Click the Assessments tab to open the Edit Opportunity Assessments page.

   If existing assessments are available for the selected opportunity, they're listed here.

4. Click Add Assessment. The Add Assessment dialog appears

5. From the Template drop-down list, select the assessment template previously chosen for the selected opportunity assessment.

6. Click Save and Continue.

7. Select the appropriate responses to all the questions.

8. Click Submit and then click Yes from the confirmation dialog box.

   The assessment status is changed to Submitted.

After you submit an assessment, you can't revise it.