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          Customize the Experience Cloud Site for Automotive

          Customize the Experience Cloud Site for Automotive

          Add style, branding, and custom components specific to your company to an Experience Cloud site so that your partners and customers can find the right information easily. You can add additional related lists, Automotive-specific components, and tabs to the site.

          Required Editions

          Available in: Enterprise, Unlimited, and Developer Editions
          User Permissions Needed
          To customize a Digital Experience site: Create and Set Up Experiences

          To learn about all configurations on how to style your site, create and customize pages, add branding, and create role-based experiences, see Customize Sites with Experience Builder.

          1. From Setup, enter Sites in the Quick Find box, then select All Sites.
          2. Click Builder for the site you want to customize.
          3. To change the list view for the existing related lists on the Home page (Leads, Opportunities, Cases, and Orders), follow these steps.
            1. Click a Related List.
            2. On the Record List panel, For Filter Name, select a list view.
              For example, if you’re editing the default My Opportunities list, you can change the list view to New This Week so that the user sees the new opportunities for the current week.
          4. To add related lists such as Vehicles, Assets, or other objects on the Home page, follow these steps.
            1. Click Experience Cloud component icon.
            2. Drag the Record List component onto the page.
            3. On the Record List panel, For Object Name, select an object.
              For example, you can select the Vehicle object to show a quick snapshot of all vehicles owned by the dealership of the external user.
          5. To change the styling for the Header component, follow these steps.
            1. Click Experience Cloud theme icon.
            2. Ensure the Show Hero checkbox is selected.
            3. On the Home page, click the Hero component.
            4. Select the hero type.
            5. Edit background properties.
            6. Edit layout properties.
            7. Edit the content such as the title and text to show on the page.
          6. To add or edit the tab menu, follow these steps.
            1. On the Home page, click the Automotive Site Header component.
            2. Select Navigation Component as Multilevel Navigation Menu.
            3. Select the Multilevel Navigation Menu component on the home page.
            4. Select Show the App Launcher in Header if you have multiple tabs and tab groups.
            5. Click Edit Default Navigation.
            6. To add more objects as tabs, click Add Menu Item.
            7. To reorder the nesting and position of each item, drag and drop the menu items in the Menu Structure section.
            8. Click Save Menu.
          7. To add components to the Vehicle record page, follow these steps.
            1. On the builder’s header, select Home, and search for the Vehicle Detail page.
            2. Click Experience Cloud component icon.
            3. Drag the required component onto the page.
              For example, you can drag the ARC Relationship Graph component onto the page to display a visual graph of all records related to a vehicle.
          8. To add components to the Financial Account record page, follow these steps.
            1. On the builder’s header, select Home, and search for the Vehicle Detail page.
            2. Click Experience Cloud component icon.
            3. Drag the required component onto the page.
              For example, you can drag the ARC Relationship Graph component onto the page to display a visual graph of all records related to a vehicle.
          9. To create page variations to target specific audiences with record-based criteria on record detail pages, follow these steps.
            1. On the builder’s header, select Home, and search for a Record Detail page.
              Make sure your admin has enabled the objects for creating page variations with record-based criteria. These objects that can be enabled for this are Applicant, Application Action Item, Application Form, Application Form Product, Application Form Seller Item, Collection Plan, Collection Plan Item, Document Checklist Item, Financial Account, Fleet, Vehicle, Vehicle Definition, and Payment Schedule.
            2. Click the Page Actions icon and select Page Settings.
            3. Click on the Page Variations tab.
              You can only assign an audience to a page with an existing non-default variation.
            4. If a record detail page does not have a non default page variation, create one using the + New Page Variation button.
            5. Assign an Audience to a Page Variation.
            6. For Criteria Type, select Record and select an enabled object from the list mentioned above.
           
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