How to start an assessment

Before we get started, choose what Salesforce view is your preferable tool.

- Classic view

Lightning view

Classic view

To start an assessment follow one of the two paths below:

  1. Heat map > opportunity detail page > click assess By going through the heat map it allows you to also make quick and easy assessments of an individual area without having to open the entire assessment page.
  2. Opportunity detail page > click assess

 




The advantage of using the heat map (the first path) is that it gives you an overview of all your accounts, leads or opportunities. Thus you can strategically choose, which one to assess. 

NB: If you’re making a new assessment scores will show as N/A, this means not assessed. 

Once done, you'll see something like this:



Here you can pick where you want to start your assessment. The different areas in the bar, with the scores. Click one of these to start the assessment.

Note: In this window you are also able to see the current and suggested stage.

Go through each topic and question and then click save.

When you make your assessment, you have the opportunity at each topic to add a reflective note about your answers.

Lightning view

To start an assessment follow one of the two paths below:

  1. Heat map > opportunity detail page > click assess  By going through the heat map it allows you to also make quick and easy assessments of an individual area without having to open the entire assessment page.
  2. Opportunity detail page > click assess

 




The advantage of using the heat map (the first path) is that it gives you an overview of all your accounts, leads or opportunities. Thus you can strategically choose, which one to assess. 

NB: If you’re making a new assessment scores will show as N/A, this means not assessed. 

Once done, you'll see something like this:



Here you can pick where you want to start your assessment. The different areas in the bar, with the scores. Click one of these to start the assessment.

Note: In this window you are also able to see the current and suggested stage.

Go through each topic and question and then click save.

When you make your assessment, you have the opportunity at each topic to add a reflective note about your answers.

 Are you familiar with High-level assessment? If not, here is a guide.

Have more questions? Submit a request

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