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Configure and Customize Page Layouts for Automotive Cloud
Get the most out of Automotive Cloud with customized page layouts for Vehicle, Account, Lead, Opportunity and more. Add business-specific fields and related lists to Product, Business Profile, and Asset to help users capture key information. Create customized page layouts that help district managers and evaluation officers successfully carry out visits and audit tasks at dealer locations.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
- Customize the Account Page for Automotive Cloud
Customize the Account record page layout to get a snapshot of all key information that’s relevant to your automotive business. Add related lists to view party relationship groups, vehicles, visits, and more. View the life events of a person account or the business milestones of a business account with the Events and Milestones component. Visualize relationships among people and assets by presenting them on the ARC Relationship Graph component. - Customize the Business Profile Page for Automotive Cloud
Develop a business profile for all dealer accounts that are associated with your automotive business. Add fields to the Business Profile record page layout to capture key information about sales and service dealers. - Customize the Lead Page for Automotive Cloud
Capture key information about when a lead is interested in buying, selling, or trading in vehicles and parts. Add relevant fields to the page layout of a Lead record. Add the Lead Products and Lead Preferred Sellers related lists to the page layout to capture information about the items the lead is interested in, the dealers they prefer, and the accounts that provided the leads. - Customize the Opportunity Page for Automotive Cloud
When a lead gets converted into an opportunity, the underlying records for Lead Line Item and Lead Preferred Seller also get converted. Add the Products and Preferred Sellers related lists to the Opportunity record page layout to display the information to your users. - Customize the Product Page for Automotive Cloud
Capture key information about vehicles, parts, and accessories with Product records. Configure the Product page layout to capture both types of information, vehicle definitions and part definitions. - Customize the Asset Page for Automotive Cloud
While products represent the vehicles, parts, and accessories that your company sells, assets represent the specific products that your customers have purchased. Configure the Asset page layout to capture key information about the products that you’ve sold or installed, and add the Vehicle lookup to help users relate an asset with a vehicle. Add related lists that help your users view asset relationships and associated records. - Create a Lightning Page for the Prework Estimation App in Automotive Cloud
Create a Lightning page for the prework estimation mobile app that allows service technicians in the field to create orders and share a PDF with customers or dealers. - Manage Vehicles with Default and Additional Components
The Vehicle record page is your single source of truth for all information related to a vehicle. Explore the tabs that appear by default in the page layout, and customize the page to add components that enhance your users’ experience. Automotive Cloud helps you get a connected and comprehensive view of the information about each vehicle in your system, whether you’re an original equipment manufacturer (OEM) or a dealer. You can use integration techniques to bring in data from telematics and advanced driver assistance systems. You can also show information about service and repair history, order and contract details, and inspections. Use components like Events and Milestones, Timeline, Record Alerts, Interest Tags, Actionable Relationship Center, and Relationship Cards to transform the dealer and customer experience. - Manage Dealer Visits with Default Page Layouts
Automotive Cloud has separate Visit and Task record page layouts for sales managers and evaluation officers. With components designed for both scheduling and executing visits, desktop and mobile users can focus on the information they need for their jobs. District and territory sales managers can schedule visits and assign tasks to field reps and evaluation officers who capture metrics against target key performance indicators during a visit.
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