Solution Design32% of the exam
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.
Recommend when to use Industries Common Features, such as OmniStudio, Data Processing Engine, Action Plans, and Dynamic Assessments.
~6 min read · 8 practice questions ·
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
Foundation
- Detail
- Discovery Framework is turned on first
Enable path
- Detail
- Setup, Discovery Framework, General Settings under Assessments; needs Customize Application
Omni Assessment Task
- Detail
- Stores the questions and the Omniscript conditional logic
Template type
- Detail
- Assessment Execution
Several assessments
- Detail
- Many omni assessment tasks in one action plan; several plans per record
Record page components
- Detail
- Assessment List and Action Plan List
Care Plan
- Detail
- Phone-based or virtual assessments only
Program assessments
- Detail
- Assessment component, not Assessment List
Free-form notes
- Detail
- Interaction Summaries, with confidentiality levels
Sources for this section (6)
- Prerequisiteshelp.salesforce.com (opens in a new tab)
- Dynamic Assessments in Public Sectorhelp.salesforce.com (opens in a new tab)
- Action Plan Template for a Dynamic Assessmenthelp.salesforce.com (opens in a new tab)
- Build an Action Plantrailhead.salesforce.com (opens in a new tab)
- Configure Assessmentshelp.salesforce.com (opens in a new tab)
- Common Featureshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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