---
schema_version: "1"
id: d78eeeffc23fef2b9e9f2a5c4b3a02a9cfd3adf90b3bf9b2daf155e12addf807
title: Test
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_test.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_test.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: af23f0fb91a976e48cc874c50b2b4f417cd7a38d764e96e7e247363f6d55a704
description: An instance of a student taking a test.
products:
  - Education
release: "264"
---
# Test

An instance of a student taking a test.

- **[Sample Uses for Test](https://help.salesforce.com/s/articleView?id=sfdo.k12_test.htm&release=264.0.0&type=5)**  
    Let's look at some possible uses for the Test object.
- **[Configure Test](https://help.salesforce.com/s/articleView?id=sfdo.k12_test.htm&release=264.0.0&type=5)**  
    Set up the test object to use in K-12 Architecture Kit.
- **[Create a Test Record](https://help.salesforce.com/s/articleView?id=sfdo.k12_test.htm&release=264.0.0&type=5)**  
    Create test records from a contact record or from the Tests object in K-12 Architecture Kit.

## Sample Uses for Test

Let's look at some possible uses for the Test object.

- University—Relate a Test with an Application to track a prospective student's completion of required tests (for example, the GMAT for a graduate Business program).
- K-12—Identify any AP tests or standardized tests (for example, PSAT, SAT, or ACT) a student has completed.

## Configure Test

Set up the test object to use in K-12 Architecture Kit.

### Initial Configuration Tasks

Depending on your requirements, consider adding the Tests related list to the Contact page layout. If your institution tracks different types of tests than the ones provided by default, you can also update the picklist values for the Test Type field.

Learn about updating page layouts in [Display a New Custom Object After a Product Release](https://help.salesforce.com/s/articleview?id=sfdo.k12_display_cust_obj_post_rel.htm) and picklist values in [Add Custom Fields and Picklist Values](https://help.salesforce.com/s/articleview?id=sfdo.eda_add_custom_picklist_values.htm).

### Add Test Definition Custom Metadata Type to Test Records

With Custom Metadata Types, you can create your own setup objects whose records are metadata rather than data. You can add a definition of a test that includes general information including the name, type, and description of the test. You can also indicate the unique credentialing identifiers for the test and the organization that issues the test.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/resources-product/images/setup.png), then click **Setup**.
2. In the Quick Find box, search for and select **Custom Metadata Types**.
3. Next to Test Definition, click **Manage Records**.
4. Enter the relevant information and click **Save**. Or click **Save & New** to create another Test Definition.

### Keep Up with Test Updates

Consider these updates, depending on which version of

K-12 Architecture Kit

you originally installed:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d21737e205">If Installed Before Version</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d21737e208">Configuration Task</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e205 "><span id="configure_test__ph-1-22"><a name="configure_test__ph-1-22"><!-- --></a>1.22</span></td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e208 ">
                  <p>For more information, see <a href="https://help.salesforce.com/s/articleview?id=sfdo.eda_add_custom_picklist_values.htm" target="_blank">Add Custom Fields and Picklist Values</a>.</p>
                  <ul>
                    <li>
                      <p>Add the following fields to your page layouts, as needed.</p>
                      <ul>
                        <li>
                          <p>Credentialing Identifier</p>
                        </li>

                        <li>
                          <p>Credits Earned</p>
                        </li>

                        <li>
                          <p>Verification Status</p>
                        </li>

                        <li>
                          <p>Verification Status Date</p>
                        </li>

                      </ul>

                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e205 ">1.8</td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e208 ">
                  <p>Create a K-12 All Tests list view:</p>
                  <ul>
                    <li>
                      <p>Sharing Settings: All users can see this list view</p>
                    </li>

                    <li>
                      <p>Filter by Owner: All tests</p>
                    </li>

                    <li>
                      <p>Display order: Test Name, Contact, Test Type, Test Date. See&nbsp;<a href="https://help.salesforce.com/articleview?id=customviews_lex.htm&amp;type=5" target="_blank">Create or Clone a List View</a>.</p>
                    </li>

                    <li>
                      <p>Create a K12 Test Compact Layout with fields in this order: Test Name,
                        Contact, Test Type, Test Date</p>
                    </li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e205 ">&nbsp;</td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e208 ">
                  <p>Add quick actions to the Test layout: </p>
                  <p style="margin-bottom:0;">Add the following quick actions to the
                    Test page layout to make them available from Salesforce Mobile and Lightning
                    Experience Actions bar: Edit, New Note, Printable View, Change Owner, Clone, and
                    Delete.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e205 ">&nbsp;</td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d21737e208 ">
                  <p>Configure the New Case quick action:</p>
                  <ol>
                    <li>
                      <p>Ensure the correct user profiles have permission to specify a new record type
                        for the Case object.</p>
                    </li>

                    <li>
                      <p>Edit the unmanaged New Case global action to specify an Incident record type
                        for Case.</p>
                    </li>

                    <li>
                      <p>On the Test page layout, replace the default New Case quick action with the
                        New Case action provided in this update. If you see two New Case quick
                        actions, use the unmanaged one (<strong>not</strong> k12kit__New Case).</p>
                    </li>

                  </ol>
                </td>

              </tr>
            </tbody>
          </table>

## Create a Test Record

Create test records from a contact record or from the Tests object in K-12 Architecture Kit.

1. If the Contact record has a Tests related list, click **New** in the related list. If not, from the App Launcher, find and select **Tests**, and click **New**.
2. Enter relevant details about this Test.
3. Click **Save**. Or, if you're creating multiple Test records, click **Save & New**.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_tip.png)

Tip As a next step, create Test Score records to track the results of these tests. See [Test Score](https://help.salesforce.com/s/articleview?id=sfdo.eda_test_score.htm).