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            Create a Search Criteria Configuration for Vehicle Inventory

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            Create a Search Criteria Configuration for Vehicle Inventory

            Create a search criteria configuration to design the vehicle inventory as well as a vehicle definition search experience for your users. You can define which fields users use as filter criteria and which fields they see for the search results. You can also select which fields the users can use to sort and aggregate the results. Finally, you can select which actions the user can take on the search records and define the location parameters.

            Required Editions

            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.

            Create a search configuration based on the Vehicle Searchable Field and the Vehicle Definition Searchable Field objects. You can also create a search configuration based on the Vehicle object. You can select fields from the Vehicle object to use as criteria, search result display columns, and as group and aggregation criteria.

            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 Vehicle Searchable Field.
              3. For Searchable Object Configuration, search for and select an active configuration record for Vehicle Searchable Field.
                You can update this field later.
              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 vehicle’s attributes and other widely known details so that the user can easily refine their inventory 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 or Card.
              The card-based view for search results comes with a predefined set of fields that are displayed by default. You can modify or extend these fields based on your requirements. See Explore Omnistudio Components for Vehicle Inventory Search for a list of the predefined omnistudio components that support the card-based view for vehicle inventory search.
            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 vehicle and its location that helps the user determine inventory transfers and replacements.
              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 inventory search can be incrementally extended.
              5. For Relative Location, select a location-type of field based on which the distance is calculated for a vehicle.
                By default, you can select either Vehicle Current Location or Inventory Location Coordinates as the relative location.
              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.
                We recommend that you select a search result action of type Lightning Web Component and of variant Vehicle Transfer.
              2. Use the up and down arrows to arrange the order in which the selected actions are displayed to the user.
              3. 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.
            15. Similarly, create a search criteria configuration with the Vehicle Definition Searchable Field object as the searchable object for setting up a vehicle definition search.
              To use it for rehashing a vehicle loan or lease, see Configure Criteria-Based Search and Filter for Vehicle and Asset Lending.
            Example
            Example

            Here's an example for a vehicle inventory search:

            A Salesforce admin at Neo Motors creates a search criteria configuration to help inventory managers quickly find vehicles with specific attributes across multiple dealer locations. Based on the results, inventory managers can move the vehicles from one location to the other to replenish stock or to meet an urgent customer demand. The admin sets up the search like this:

            Basic Details

            Field Value
            Name Template for Vehicle Inventory Search
            Searchable Object VehicleSearchableField
            Search Result Display Type List

            Search Criteria Fields

            Field Requirement
            Vehicle Status Users want to filter results based on whether a vehicle is at the dealer lot or in repair.
            Inventory Location Name Users want to see a list of all vehicles for a specific inventory location.
            Exterior Color Users want to filter results based on the vehicle’s body color.
            Geo Country Name Users want to restrict the search to vehicle models that are manufactured for a specific country.
            Door Style Type Users want to filter results based on the vehicle’s door type.
            Body Type Users want to filter results based on the vehicle’s body type.
            Business Brand Name Users want to filter results based on the brand associated with the vehicle.

            Search Result Fields

            Field Requirement
            Current Owner Account ID Users want to view the account record of the dealer who currently owns the vehicle.
            Dealer Name Users want to view the name of the dealer related to a vehicle at a specific location.
            Vehicle ID Users want to view the vehicle record to assess additional details.
            Vehicle Definition ID Users want to view the vehicle definition record to assess the make and model details.
            Total Quantity At Location Users want to view the number of vehicles that match the filter criteria for a specific location.
            Vehicle Name Users want to view the name of the vehicle.

            Distance Criteria

            Field Value
            Unit of Measure Kilometers
            Value 5, 9, 15
            Relative Location Vehicle Current Location

            Group and Aggregation Fields

            Field Requirement
            Model Name Users want to see the total number of vehicles grouped by the model name when they analyze the search results.
            Trim Type Users want to see the total number of vehicles grouped by the trim name when they analyze the search results.
            Variant Name Users want to see the total number of vehicles grouped by the variant name when they analyze the search results.

            Sorting Fields

            Field Requirement
            Vehicle Name Users want to sort the search results by the vehicle’s name in an alphabetical order.
            Total Quantity At Location Users want to sort the search results based on the number of vehicles at a specific location in an ascending order.
            Dealer Name Users want to sort the search results by the dealer’s name in an alphabetical order.

            Search Result Actions

            Field Requirement
            Transfer Vehicles Users want to transfer vehicles to a destination dealer location.

            See Also

             
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