AssessmentTaskDefinition versus AssessmentTask
Key Takeaway
The actual activity a field rep performs during a store visit is stored in the Assessment Task object. The Assessment Task Definition object holds the reusable blueprint that a sales manager sets up once.
In Agentforce Consumer Goods, a sales manager sets up an Assessment Task Definition ahead of time to describe a kind of store activity, such as an inventory check. A field rep then performs Assessment Tasks during specific store visits. Think of the definition as the blueprint and the task as the work done from it. The difference matters because the setup lives in one object and the real visit work lives in the other.
Assessment Task Definition and Assessment Task
Each retail activity a sales manager defines is stored as an Assessment Task Definition record. The actual activity a field rep performs at a store during a visit is stored as an Assessment Task record, not in the Assessment Task Definition object.
| Assessment Task Definition | Assessment Task | |
|---|---|---|
| API name | AssessmentTaskDefinition | AssessmentTask |
| What it is | Reusable description of a kind of store activity | Actual activity performed during a specific store visit |
| Who | Set up by a sales manager ahead of time | Performed by a field rep in the field |
| How many records | Set up once and reused | One for each piece of work done during a visit |
An Assessment Task Definition holds the task's name, description, category, and type. Both objects require a Consumer Goods license. Both are also accessible from mobile and desktop.
A sales manager at a coffee company creates one Assessment Task Definition named "Cold Brew Stock Count" with the type Inventory Check. Over the next week, field rep Lena visits four supermarkets and counts the cold brew stock at each one. The org now has one Assessment Task Definition record and four Assessment Task records, one for each store visit. All four tasks come from the same blueprint.