To create a performance scale:
- From within Salesforce, click the + tab and select the Performance Scales link. The Performance Scales screen is displayed.
- Click the New button. The New Performance Scale screen is displayed.
- In the Title field, type a name for the performance scale.
- Check the Institutional Scale checkbox.
- Click the Save button. The Performance Scale screen is displayed.
- Click the New Performance Level button. The New Performance Level screen is displayed.
- Add at least one pivotal and one non-pivotal Performance Level record:
- Populate the Text Value and Numeric Value fields.
- If this performance level represents a pivotal score on the performance score, enable the Pivotal checkbox. Otherwise, disable the Pivotal checkbox.
- Click the Save button.
- Go to the Performance Scale record created above and copy the ID of the record from the URL bar. For example, if your URL displays:
https://lrmsetupdocmotivis.my.salesforce.com/a0h61000000f1dv, copy what comes after “.salesforce.com/”, which in this example is “a0h61000000f1dv”. - Select Setup > Develop > Custom Settings. The Custom Settings screen is displayed.
- Click the Manage link to the left of the "LRM Settings" label.
- Click the Edit button.
- Paste the ID (copied in step 8) into the Gradebook Performance Scale field.
- Click the Save button.