# Dynamic Assessments and Discovery Framework

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/dynamic-assessments-and-discovery-framework*

When guided, branching questions belong in Dynamic Assessments or a Discovery Framework program assessment rather than Interaction Summaries, why Discovery Framework comes first, how omni assessment tasks reach staff through action plans, and which record pages host the assessment components.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Solution Design
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Recommend when to use Industries Common Features, such as OmniStudio, Data Processing Engine, Action Plans, and Dynamic Assessments.

## What the exam expects

- Recommend Dynamic Assessments for structured, branching questions asked from a record, and Interaction Summaries for free-form notes.
- Choose between a Discovery Framework assessment for program intake and a Dynamic Assessment that is contextual to records and driven by action plans.
- Explain that Discovery Framework is turned on first, and how an omni assessment task reaches staff through an action plan template and an action plan.
- Place the Assessment List and Action Plan List components on supported record pages, such as care plans and funding award requirements.
- Key terms: **Discovery Framework** (the data model for collecting and managing Omniscript form data); **Dynamic Assessment** (guided questions with conditional logic, completed through action plans); **omni assessment task** (stores the questions and the Omniscript logic that sequences them); **Assessment List** (component that shows the omni assessment tasks to complete).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Foundation | Discovery Framework is turned on first | [Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5) |
| Enable path | Setup, Discovery Framework, General Settings under Assessments; needs Customize Application | [Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5) |
| Omni Assessment Task | Stores the questions and the Omniscript conditional logic | [Dynamic Assessments in Public Sector](https://help.salesforce.com/s/articleView?id=ind.psc_setup_use_dynamic_assessments.htm&type=5&language=en_US) |
| Template type | Assessment Execution | [Action Plan Template for a Dynamic Assessment](https://help.salesforce.com/s/articleView?id=sf.psc_action_plan_template_dynamic_assessments.htm&language=en_US&type=5) |
| Several assessments | Many omni assessment tasks in one action plan; several plans per record | [Build an Action Plan](https://trailhead.salesforce.com/content/learn/modules/dynamic-assessments-with-public-sector-solutions/build-an-action-plan-for-dynamic-assessments) |
| Record page components | Assessment List and Action Plan List | [Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5) |
| Care Plan | Phone-based or virtual assessments only | [Dynamic Assessments in Public Sector](https://help.salesforce.com/s/articleView?id=ind.psc_setup_use_dynamic_assessments.htm&type=5&language=en_US) |
| Program assessments | Assessment component, not Assessment List | [Configure Assessments](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_config_assessments_for_progs_and_apps.htm&type=5&language=en_US) |
| Free-form notes | Interaction Summaries, with confidentiality levels | [Common Features](https://help.salesforce.com/s/articleView?id=sf.industries_common_features.htm&language=en_US&type=5) |

## Check yourself

- Which action plan type does a Dynamic Assessment template use?
- When can an assessment template include a signature task?
- Why add the Omni Process Assessment component to the Omni Assessment Task page?
- Which kind of Dynamic Assessment does the Care Plan object support?

## Sources

- [Dynamic Assessments Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5)
- [Dynamic Assessments in Public Sector](https://help.salesforce.com/s/articleView?id=ind.psc_setup_use_dynamic_assessments.htm&type=5&language=en_US)
- [Create an Action Plan Template for a Dynamic Assessment](https://help.salesforce.com/s/articleView?id=sf.psc_action_plan_template_dynamic_assessments.htm&language=en_US&type=5)
- [Build an Action Plan for Dynamic Assessments](https://trailhead.salesforce.com/content/learn/modules/dynamic-assessments-with-public-sector-solutions/build-an-action-plan-for-dynamic-assessments)
- [Configure Assessments for Programs and Applications](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_config_assessments_for_progs_and_apps.htm&type=5&language=en_US)
- [Manage Cases and Deliver Care](https://trailhead.salesforce.com/content/learn/modules/cases-in-nonprofit-cloud-for-programs/manage-cases-and-deliver-care)
- [Meet Agentforce Nonprofit for Programs Case Management](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-case-management-quick-look/meet-nonprofit-cloud-for-programs-case-management)
- [What's Included in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&language=en_US&type=5)
- [Program Management](https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Activate_the_Program_Management_Data_Processing_Engine_Definition_Templates.htm&language=en_US&type=5)
- [Industries and Revenue Cloud Common Feature Documentation](https://help.salesforce.com/s/articleView?id=sf.industries_common_features.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams