Implementing a Decision Tree driven Assessment

A good example of an assessment that utilizes the full capabilities of decision trees is an observational based inspection. This style of assessment can be a more complex construction of a standard inspection. An example of an observational inspection could be a house...

Distributing an Assessment with ExAM

The distributions tab within the ExAM Command Console allows you to build distribution through guided question so that you may reach the distribution method desired for the specific use case of an assessment template. To complete a distribution, follow the steps...

Creating your first survey with ExAM

Click on the ExAM Command Console tab. If you are in Salesforce Lightning it will launch automatically, or if you are in Salesforce Classic you will be taken to a launch page. Once you are in the ExAM Command Console you are able to filter what assessment templates...

Making an Object Assessable

Assess Anything is a vital piece of what makes ExAM so powerful. Using Assess Anything you are able to expose both standard objects and custom objects as assessable. By doing this you are then able to create assessments against these object allowing you to collect...

Field Mapping with ExAM

Field Mapping allows you to pull information from completed assessments directly into the assessable object that they are related to. In the following section, we will show you how to configure field mapping in relation to the assessment template we have just created....