# AssessmentQuestionSet Metadata Type Guide

> AssessmentQuestionSet groups multiple AssessmentQuestion components into a logical collection in the Discovery Framework, enabling structured intake forms and regulatory compliance questionnaires.

- Source: https://sfdxtalk.com/docs/metadata/assessment-question-set-metadata-type/
- Category: Metadata
- Applies to: Salesforce Winter '27 (API version 68.0)
- Level: intermediate
- Published: 2026-11-12
- Last updated: 2026-11-12
- Publisher: SFDX Talk Editorial (unofficial; not affiliated with or endorsed by Salesforce)
- License: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/)

## Architectural Overview

The `AssessmentQuestionSet` metadata type defines a curated collection of `AssessmentQuestion` definitions within the **Salesforce Discovery Framework**. While `AssessmentQuestion` stores individual atomic questions, `AssessmentQuestionSet` assembles those questions into a reusable questionnaire (such as an "Institutional Investor Suitability Set" or "Annual Health Risk Assessment").

From an architectural perspective, `AssessmentQuestionSet` acts as the bridge between declarative compliance repositories and runtime UI engines (OmniScripts and Screen Flows), ensuring that multiple channels render the exact same set of regulated questions.

```mermaid
flowchart LR
    A["AssessmentQuestion 1..N"] --> B["AssessmentQuestionSet (.assessmentQuestionSet-meta.xml)"]
    B --> C["Build OmniScript / Screen Flow"]
    C --> D["Customer Intake Portal"]
    D --> E["Assessment & Response Persistence"]
```

## Directory Location and File Suffix

| Property | Value |
| :--- | :--- |
| **Metadata Type Name** | `AssessmentQuestionSet` |
| **XML Root Element** | `<AssessmentQuestionSet>` |
| **SFDX Directory** | `force-app/main/default/assessmentQuestionSets/` |
| **File Suffix** | `.assessmentQuestionSet-meta.xml` |

## Key Metadata Fields

| Field | Type | Required | Description & Architectural Significance |
| :--- | :--- | :--- | :--- |
| `name` | `string` | Yes | The human-readable label of the assessment question set. |
| `developerName` | `string` | Yes | Unique developer API name for the question set across the org. |
| `assessmentQuestions` | `string[]` | No | Array of `<assessmentQuestions>` elements, each containing the `developerName` of a member `AssessmentQuestion`. |

## Declarative XML and Package Manifest Examples

Below is an `AssessmentQuestionSet` grouping three KYC compliance questions, paired with a `package.xml` that deploys both the questions and the set:

```xml title="force-app/main/default/assessmentQuestionSets/Institutional_KYC_Question_Set.assessmentQuestionSet-meta.xml"
<?xml version="1.0" encoding="UTF-8"?>
<AssessmentQuestionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <assessmentQuestions>KYC_Liquid_Net_Worth_Tier</assessmentQuestions>
    <assessmentQuestions>KYC_Source_Of_Funds</assessmentQuestions>
    <assessmentQuestions>KYC_Politically_Exposed_Person</assessmentQuestions>
    <developerName>Institutional_KYC_Question_Set</developerName>
    <name>Institutional KYC Question Set</name>
</AssessmentQuestionSet>
```

```xml title="manifest/package.xml"
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>KYC_Liquid_Net_Worth_Tier</members>
        <members>KYC_Source_Of_Funds</members>
        <members>KYC_Politically_Exposed_Person</members>
        <name>AssessmentQuestion</name>
    </types>
    <types>
        <members>Institutional_KYC_Question_Set</members>
        <name>AssessmentQuestionSet</name>
    </types>
    <version>68.0</version>
</Package>
```

## Querying AssessmentQuestionSet and Assignments via SOQL

You can inspect question sets and their assigned questions in any org using standard SOQL:

```soql
SELECT Id, Name, DeveloperName,
       (SELECT Id, AssessmentQuestion.DeveloperName, AssessmentQuestion.DataType
        FROM AssessmentQuestionAssignments)
FROM AssessmentQuestionSet
ORDER BY DeveloperName
```

## Senior Architect Best Practices and Gotchas

1. **Include All Child Questions in Deployment:** If an `AssessmentQuestionSet` lists a `<assessmentQuestions>` developer name that does not exist in the target org or deployment zip, the deployment fails with a missing dependency error.
2. **Include Dependent Parent Questions:** When an `AssessmentQuestion` has a `relatedQuestion` parent dependency, both the parent and child `AssessmentQuestion` must be included in the `AssessmentQuestionSet` so OmniScript generation can wire the conditional visibility logic properly.
3. **Domain-Scoped Question Sets:** Rather than creating one monolithic `AssessmentQuestionSet` with 150 questions, partition question sets into modular 15-to-25 question blocks (e.g., `Applicant_Identity_Set`, `Financial_Profile_Set`, `Regulatory_Disclosures_Set`) that can be reused across multiple OmniScripts.

## Frequently Asked Questions

### Where are AssessmentQuestionSet files located in an SFDX project?

They are stored in force-app/main/default/assessmentQuestionSets/ with the file suffix .assessmentQuestionSet-meta.xml.

### What is the deployment order between AssessmentQuestion and AssessmentQuestionSet?

AssessmentQuestion components must exist in the target org or be included in the same deployment transaction before an AssessmentQuestionSet can reference their developer names.

### How does AssessmentQuestionSet integrate with OmniStudio?

In Discovery Framework, designers can generate an OmniScript directly from an AssessmentQuestionSet to render all assigned questions with consistent validation and data persistence.

### Can I query AssessmentQuestionSet records using SOQL?

Yes, you can query AssessmentQuestionSet and its junction object AssessmentQuestionAssignment via standard SOQL.

## Official References

- https://developer.salesforce.com/docs/platform/api-metadata/references/meta-types/metadata-assessmentquestionset.md