How to Create an Assessment for Any Object

ARPEDIO Assessments work out of the box for standard objects, but with a few configuration steps you can enable them on any standard or custom Salesforce object.

Step 1: Lookup field on target object

1. In Salesforce Setup, navigate to the object you want to add an assessment to, then go to Fields & Relationships.
2. Create a new Lookup Relationship field and relate it to ARPEDIO Assessment.
3. Click Next.
4. Set the Field Name to CurrentAssessment (one word, no spaces).
5. Click Next.
6. Make the field visible to all profiles, then click Next.
7. Remove the field from the Page Layout, then click Next.
8. Remove the field from both the ARPEDIO Assessment Layout and the Assessment Layout.
9. Click Save.

Step 2: Lookup field on Assessment object

1. In Setup, navigate to the ARPEDIO Assessment custom object (API name: arpedio_Assessment__c), then go to Fields & Relationships.
2. Create a new Lookup Relationship field and relate it to the target object.
3. In the Field Name, enter the API name of the object:
   • For a standard Salesforce object, use the full API name, for example Contact.
   • For a custom object, use the API name ending in __c, for example CustomObject__c.
4. Click Next.
5. Make the field visible to all profiles, then click Next twice.
6. Click Save.

Step 3: Create a Visualforce page

1. In Setup, go to Visualforce Pages and create a new page.
2. Set both the Label and Name to ArpedioSalesBasicObjectName, replacing ObjectName with the name of your target object, all in one word. For example, for the Contact object: ArpedioSalesBasicContact.
3. Replace the default markup with the following, substituting ObjectNameHere with your object's name:

<apex:page docType="html-5.0" cache="false" standardController="ObjectNameHere">
    <arpedio:AssessmentBlockLayout owner="{!ObjectNameHere}" />
</apex:page>

For the Contact object, this would look like:

<apex:page docType="html-5.0" cache="false" standardController="Contact">
    <arpedio:AssessmentBlockLayout owner="{!Contact}" />
</apex:page>

4. Click Save.

Step 4: Assign page to a permission set

1. In Setup, go to Permission Sets and clone the ARPEDIO Sales User permission set.
2. Give the cloned set a new label and API name to avoid confusion, for example ARPEDIO Sales User1 and ARPEDIOAssessmentUser1.
3. Click Save, then open the new permission set.
4. Go to Visualforce Page Access and click Edit.
5. Move the Visualforce page you created to the Enabled Visualforce Pages column.
6. Click Save.
7. Assign the permission set to the users who need access to the assessment on this object.

Step 5: Add component to record page

Open the record page for your target object in Lightning App Builder and drop a Visualforce component onto the layout. Select the Visualforce page named ArpedioSalesBasicObjectName from the component options.

Step 6: Create a Sales Template

Go to Sales Templates and create a new template for the object, following the same process you would use for any other object in ARPEDIO.

Items to verify before publishing

• Confirm whether CurrentAssessment must be entered exactly as written or whether the label can differ from the field name.
• Confirm whether the __c suffix note applies to both the Visualforce markup and the Step 2 field name, as the source uses _c in one place and __c in another, which may be a typo in the original.
• Confirm the exact name of the permission set to clone, in case it differs across customer orgs.