Loading
Automotive Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Dealer Product Search

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Configure Dealer Product Search

            Create a search criteria configuration to design the dealer product search experience for your users. You can define which fields users use as filter criteria and which fields they see for the search results.

            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

            Enable the Criteria-Based Search and Filter feature in your org.

            Clone and Activate the Data Processing Engine definition

            1. From Setup, enter Data Processing Engine in the Quick Find box, then select Data Processing Engine.
            2. In the list view, from the drop-down menu of the Update Dealer Product Searchable Field Values for Automotive definition, select Save As.
            3. Enter a name for the definition.
              The API Name field is automatically populated.
            4. Save your changes.
            5. Activate your Data Processing Engine definition.

            Create a Searchable Object Configuration for Dealer Product Search

            To define how data is updated in the Dealer Product Searchable Field object, which is used as the basis of dealer product search, 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.
              The API Name field is automatically populated.
            4. For Searchable Object, search for and select Dealer Product Searchable Field.
            5. Enter a description.
            6. For Data Synchronization Job, search for and select the cloned version of the Update Dealer Product Searchable Field Values for Automotive Data Processing Engine definition.

            Create a Search Criteria Configuration for Dealer Search

            Create a search configuration based on the Dealer Product Searchable Field object.

            1. From Setup, enter Criteria in the Quick Find box, then select Criteria-Based Search and Filter.
            2. On the Search Configuration tab, click New.
            3. Select Default as the configuration type.
            4. Click Next.
            5. To provide the basic details, follow these steps:
              1. Enter a name for the configuration.
                The API Name field is automatically populated.
              2. For Searchable Object, search for and select Dealer Product Searchable Field.
              3. For Searchable Object Configuration, search for and select the searchable object configuration created in the task above.
              4. Enter a description for the configuration.
              5. Click Next.
            6. To select the search and filter criteria, follow these steps:
              1. Move fields from the Available Fields list to the Selected Fields list.
                We recommend that you select fields that describe a product's attributes and other widely known details so that the user can easily refine their dealer search.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. Click Next.
            7. To select the search result display format, select List.
            8. Click Next.
            9. To select the search result columns for a list-based view, follow these steps:
              1. Move fields from the Available Fields list to the Selected Fields list.
                We recommend that you select fields that represent critical information about a dealer, such as Dealer Name, Dealer Product Searchable Field ID, Territory ID, Service Territory Name, and Product.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. Click Next.
            10. To define the distance criteria, follow these steps:
              1. For Unit of Measure, select Kilometers, or Miles.
              2. For Value, enter the higher limit for a distance range so that vehicles within the range are filtered as search results.
              3. Click Add.
              4. Add up to 6 values for distance range so that the scope of dealer search can be incrementally extended.
              5. For Relative Location, select Dealer Address.
              6. Click Next.
              7. If you don’t want the search to consider distance parameters, click Skip this step.
            11. To select the group and aggregation criteria for search results, follow these steps:
              1. For Result Display Mode, select Grouping and Aggregation or Multiple Fields.
              2. Move fields from the Available Fields list to the Selected Fields list.
                We recommend that you select fields that can have a wide range of values in case the user wants to segment the results based on these values.
              3. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              4. Click Next.
              5. If you don’t want the search to group and aggregate your search results, click Skip this step.
            12. To select the sorting criteria for search results, follow these steps:
              1. Move up to 8 fields from the Available Fields list to the Selected Fields list.
                We recommend that you select search result fields that can have values that the user wants to sort alphabetically or by date.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. Click Done.
            13. To select the actions for the search results, follow these steps:
              1. Move up to 10 search actions from the Available Fields list to the Selected Fields list.
              2. Use the up and down arrows to arrange the order in which the selected actions are displayed to the user.
              3. If there are no actions to be selected, click Done.
            14. To activate, edit, or delete the record, follow these steps:
              1. Click a search configuration record name from the list on the Search Configuration tab on the Criteria-Based Search and Filter page.
              2. To start using the configuration, click Activate.
              3. To modify the configuration, click Edit.
              4. To discard the record, click Delete.
             
            Loading
            Salesforce Help | Article