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Install Scorecard


1. To install in Production, please reach out to your CSM.
2. To install in Sandbox, please reach out to your CSM.
3. Click I have read and agree to the terms and conditions
4. Click Confirm and Install
5. Select Install for Admins Only
6. Click Install
7. After the installation is complete, click Done
8. In Salesforce, go to the Scorecard Settings tab
9. Click Schedule Scorecard Job
10. If you would like to send weekly Digest Emails, check the box at the top.
11. Follow this guide to add users to Scorecard
12. Follow this guide to add Mini Scorecard to your home page layout
Still need assistance? Email gethelp@leveleleven.com
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