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 you are viewing by choosing a listview.
Once you are on the ExAM Command Console tab you will click on +New ExAM. You will be prompted to enter a name for your assessment template and then click Continue. For this example, we will be creating a new contact assessment.
The next step is to create a section template; a section template is a means of grouping together related question templates. To create the section template you will enter a Name and Description then click Add Section.
You are now prompted to select a Question Type and provide Question Text. For the first question select the Text Question Type and input “What is your First Name?” for the Question Text.
Next, you will click + Add Question to add another question to the section template. For this question, you should select Text as the Question Type and input “What is your Last Name?” for the Question Text. Once you have done that you will click Add Question.
Another valuable question on a new contact assessment is to inquire about the participant’s Email. To do this you will click + Add Question. You will then select Email as the Question Type and input “What is your Email?” as the Question Text. Once you have inputted that information you will click Add Question.
Finally, you might wish to ask the survey participant “How did you hear about us?”. To add this question to the assessment you will click + Add Question and provide the Question Text. You will then choose either Radio Picklist (allows survey participant to select one answer) or Multiselect picklist (allows survey participant to select multiple answers).
For this style of question, you will have to input values for the answer options you want to display. To do this you will click on the +New Answer button. Then you will input the text you wish to display as an answer in the Name field as well as any other information relating to that answer option. Once you have finished entering in the information you will click Save Answer. You can repeat this step to add multiple answers to the question. When you have all the answers saved you will click the Add Question button.
You have now successfully built an assessment using the ExAM Command Console.