Record Client Assessments | Client Work with Nonprofit Cloud Case Management

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Client Work with Nonprofit Cloud Case Management:    • Client Work with Nonprofit Cloud Case...  

Record Client Assessments: https://trailhead.salesforce.com/cont...

Assessment sources vary depending on an organization’s goals and established processes. For example, one organization may focus on collecting data through conversations, while another may use surveys or tests, look at background information about engagements, or use a combination of these options. The assessment tool in Case Management is designed to be flexible enough to meet many different needs.

The assessment tool includes the ability to set scores. Out of the box, there is one assessment score enabled (a field labeled Total Score) that records a number, like a percentage grade or a rating on a 10-point scale.