Dynamic Assessments use categories to organize Assessment Questions so that different subsets of questions can participate in conditional assessment paths. This directly supports the restaurant scenario, where specific questions need to apply to take-away businesses, dining establishments, or businesses operating under both models.

Salesforce ' s Dynamic Assessments setup sequence explicitly directs administrators to create categories for similar types of assessment questions, create the assessment questions themselves, and then add those questions to Omni Assessment Tasks. The resulting form is used in an OmniScript, where conditional logic controls which questions are shown for a particular assessment scenario. The distinction between the objects is important. An Assessment Task Definition or Omni Assessment Task represents a broader group of questions or work to be performed. An Action Plan organizes the overall repeatable inspection workflow. Assessment Indicator Definitions are used heavily in regulatory inspection assessment models, but they are not the object on which this Dynamic Assessment question categorization is being configured. By categorizing the individual Assessment Question records, the agency can reuse a broader assessment while selectively presenting only the questions relevant to the type of food outlet being inspected.

Study Guide References: Dynamic Assessments; Assessment Questions; Question Categories; Omni Assessment Tasks; OmniScripts; Conditional Assessment Logic.