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            Configure Criteria-Based Search and Filter for Vehicle and Asset Lending

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            Configure Criteria-Based Search and Filter for Vehicle and Asset Lending

            On behalf of the customers, dealers can rehash an active loan or lease proposal by changing the selected vehicle on the application. They can request a different vehicle to meet customer requirements, by using Criteria-Based Search and Filter. Create a search criteria configuration to simplify the experience of searching for a new vehicle.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create a search criteria configuration: View Setup and Configuration
            To create a searchable object configuration:
            To create a search action configuration:

            Make sure that you enable Criteria-Based Search and Filter feature in Setup. Assign the Criteria-Based Search and Filter for Experience Cloud permission set to the partner user who rehashes the deal, and the Criteria-Based Search and Filter permission set to the admin who sets up the search configuration.

            1. Create a Searchable Object Configuration.
              1. From Setup, enter Criteria in the Quick Find box, then select Criteria-Based Search and Filter.
              2. On the Searchable Object Configuration tab, click New.
              3. Enter a name for the configuration.
              4. For Searchable Object, search for and select Vehicle Definition Searchable Field.
              5. Enter a description.
              6. For Data Synchronization Job, search for and select Update Vehicle Definition Searchable Field Values.
                From Setup, go to Data Processing Engine, clone and activate the Update Vehicle Searchable Field Values template so that you can select it.
            2. Create a search criteria configuration using the steps in Create a Search Criteria Configuration for Vehicle Inventory but enter these values for the fields specified.
              1. Find and select Vehicle Definition Searchable Field as the searchable object.
              2. For Searchable Object Configuration, select the Searchable Object Configuration created in step 1.
              3. Select the search and filter criteria fields.
                For example, Make Name, Model Name, and Model Year.
              4. To use a predefined card-based view for vehicle search results, select Card as the search result display format.
            3. Make the vehicle image files visible as search results on the Experience site for partner users.
            4. Create a Search Action Configuration.
              1. From Setup, enter Criteria in the Quick Find box, then select Criteria-Based Search and Filter.
              2. On the Action Configuration tab, click New.
              3. Enter a name.
                For example, Select Vehicle.
              4. Select Global for the Action Scope fields.
              5. Enter a description.
              6. Select LightningWebComponent as the action type.
              7. Select Asset Lending Vehicle Selection as the action reference.
              8. Click Save.
            5. For the Partner Community user profile, provide Read access to the fields on the Vehicle Definition Searchable Field object.
             
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