AssessmentQuestionSet Metadata Type Guide

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.

Directory Location and File Suffix#

Key Metadata Fields#

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 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 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:

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.