---
schema_version: "1"
id: d19e6ca655c5d77aabaeb3489f7c4449e60dcc6a1d0dd034c520c25f83309517
title: Customize Assessments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_configure_assessments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_assessments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d282854e7eb11fd042fea2045892220b63eaaba0bfb65c27067f692cb1d701c
description: Customize assessment scores and create multiple assessment types.
products:
  - Nonprofit
release: "264"
---
# Customize Assessments

Customize assessment scores and create multiple assessment types.

- **[Customize Assessment Scores](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_assessments.htm&release=264.0.0&type=5)**  
    Customize assessment scores by adding custom fields on the Contact, Listening Comprehension, and Vocabulary Assessment Score objects and showing them on an Assessments tab on Contact records.
- **[Create Multiple Assessment Types](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_assessments.htm&release=264.0.0&type=5)**  
    Create Assessment types for Programs that have different scoring systems.

## Customize Assessment Scores

Customize assessment scores by adding custom fields on the Contact, Listening Comprehension, and Vocabulary Assessment Score objects and showing them on an Assessments tab on Contact records.

An Assessment Chart can display up to eight separate Assessment Scores. Since each organization works with Assessments in different ways, we made Assessment Score fields flexible. You can continue using the scoring systems you already have in place—whether your score is on a scale of 1-10, or 1-100. As long as Assessment Scores use numeric values, Case Management can store and render them on the Assessment Chart.

Out-of-the-box, Case Management has a single default score field called Total Score. You may want to create custom fields for Assessment Scores to display on an Assessment Chart.

For example, let's say you have an ESL Program that includes an English Proficiency Assessment with three scores: Reading Comprehension, Listening Comprehension, and Vocabulary.

First, add the custom fields on the Contact object:

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab.
3. In the list of objects, click **Assessment**.
4. Click **Fields & Relationships**.
5. Click **New** to create a new custom field.
6. Select **Number**. Assessments fields must use the Number field type.
7. Click **Next**.
8. Enter the following values:
    
    1. Field Label: Reading Comprehension
    2. Length: 18
    3. Decimal Places: 0
    4. Salesforce populates the Field Name for you.
9. Enter a Description and Help Text.
    
    ![Reading comprehension custom field values](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/customassessmentfield.png)
10. Click **Next**.
11. Select **Visible** for the appropriate profiles.
12. Click **Next**.
13. Add the field to the **Assessment Layout**.
14. Click **Save**.

Repeat these steps for the Listening Comprehension and Vocabulary Assessment Scores.

Next, place the custom field on the Assessment page layout:

1. Click **Page Layouts**.
2. Click **Assessment Layout**.
3. Find the Reading Comprehension field.
4. Drag the Reading Comprehension field onto the page layout and place it before the Total Score field.
5. Click **Save**.

Repeat these steps for the Listening Comprehension and Vocabulary fields.

Last, add the field to the **Graph Fields** field set:

1. Click **Field Sets**.
2. Click **Graph Fields**.
3. Drag the Reading Comprehension field into the field set and drop it before Total Score.
4. Repeat this for the Listening Comprehension and Vocabulary fields.
5. Remove the Total Score field if you don’t want it on your Assessment Chart.
    
    ![Animation showing placement of three custom fields to the Graph Fields field set](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/assessmentscores.gif)
6. Click **Save**.

Verify that your new Assessment Scores are configured properly by viewing the Assessments tab on a Contact record.

See the [Add Custom Fields](https://trailhead.salesforce.com/en/content/learn/projects/suggestion_box/suggestion_box_2) unit in Trailhead for more information on creating custom fields.

## Create Multiple Assessment Types

Create Assessment types for Programs that have different scoring systems.

If you run Programs that have different scoring systems or Assessments, you may need to create separate types of Assessments. For example, if you run an ESL course and a financial literacy program, you might use two different Assessments to track progress. In this case, create a separate page layout and record type for each Assessment type. Then create the custom Assessment score fields for all Assessments and assign each score to the corresponding Assessment page layout. Finally, add each custom Assessment score field to the Graph Fields field set.

Let's walk through an example where we create two Assessments: one for an ESL course, and one for a financial literacy program. In the end, a user will be able to filter the Assessment Chart by record type. See [link to Manage Assessments](https://help.salesforce.com/s/articleView?id=sfdo.cm_assessments.htm&release=264.0.0&type=5 "Use assessments, assessment scores, and charts to track your clients' progress.") for more information.

First, we'll create an ESL Assessment page layout.

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab.
3. In the list of objects, click **Assessment**.
4. Click **Page Layouts**.
5. Click **New**.
6. In the Existing Page Layout field, select Assessment Layout.
7. Enter a Page Layout Name. For our example, we’ll use ESL Assessment Layout.
8. Click **Save**.
9. Add the fields you created in [Customize Assessments](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_assessments.htm&release=264.0.0&type=5 "Customize assessment scores and create multiple assessment types.") to the new layout.
10. Click **Save**.

Next,  create a record type:

1. Click **Record Types**.
2. Click **New**.
3. In the Existing Record Type field, select **Master**.
4. Enter a Record Type Label. For our example, we’ll use ESL Assessment.
5. The Record Type Name is automatically populated.
6. Enter a Description.
7. Select **Active**.
8. Enable for all appropriate profiles including: Case Manager: Salesforce, Case Manager: Salesforce Platform, and System Administrator.
9. Click **Next**.
10. Assign page Layouts to all needed profiles. We suggest Case Manager: Salesforce, Case Manager: Salesforce Platform, and System Administrator.
11. Click **Save**.

Now we repeat the steps above to create a Financial Literacy Assessment custom score. Last, add the ESL Assessment and Financial Literacy fields to the **Graph Fields field set**. This will display the fields on the Financial Literacy Assessment Chart.

1. Click **Field Sets**.
2. Select **Graph Fields**.
3. Click **Save**.
4. Drag your custom fields into the field set.
5. Click **Save**.

Now when you return to the Assessment chart, you will be able to select Financial Literacy Assessment or ESL Assessment from the Record Type filter and see the appropriate scores display.

Learn more about [configuring page layouts and record types](https://trailhead.salesforce.com/en/content/learn/modules/lightning-knowledge-setup-and-customization/configure-page-layouts-and-record-types).