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AgentQltyEvalFormCriteria

Defines a named rule with evaluation criteria and priority settings to map incoming interactions to the appropriate evaluation form. This object is available in API version 68.0 and later.

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

To access this object, you must be assigned QualityManagementEnabled org perm.

Fields

Field	Details
CriteriaType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Logic to evaluate the conditions in the criterion. Possible values are: `And`: Default combination logic `CustomLogic`: Evaluates conditions defined in the `LogicalExpression` field `Or`
Description	Type textarea Properties Create, Nillable, Update Description Brief, human-readable summary to describe the purpose or scope of this criteria.
DeveloperName	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Unique API name of the agent quality evaluation form criteria.
LogicalExpression	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Custom boolean expression that combines conditions by their `SequenceNumber`. Required only if the criteria type is set to `CustomLogic`.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Name of the agent quality evaluation form criteria.
Priority	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description Determines the evaluation sequence if an interaction matches multiple criteria. Lower numerical values indicate higher priority. For example, priority `1` takes precedence over priority `5`.
RelatedFormId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description OmniProcess evaluation form automatically assigned to the interaction when the criterion matches. This field is a relationship field. Relationship Name RelatedForm Refers To OmniProcess

Usage

Each named rule includes criteria specifying the interaction channel, the evaluation form to use, and the conditions required for the criteria to apply. When an interaction matches multiple criteria, the Priority field determines which evaluation form is applied. You can define exactly one criterion as the default fallback for interactions that don't match any defined criteria.

Object Reference for the Salesforce Platform

AgentQltyEvalFormCriteria

Supported Calls

Special Access Rules

Fields

Usage