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Manage Appraisals for Vehicles
Sales reps can help prospects and customers determine the optimal value of their vehicle by using Appraisal Management and increase revenue during the presales process.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Create appraisal records for vehicle trade-in, valuation, or sales through a simple guided flow. Create appraisal item records to capture your customer's vehicle details such as the trim, mileage, and condition. Include details of additional parts and accessories or any modifications made to the vehicle for enhancing valuation accuracy. Receive vehicle valuations from external market sources and perform adjustments to determine the final valuation.
- How Appraisal Management Records Work Together
Sales reps can efficiently capture trade-in interest on behalf of customers or prospects, estimate trade-in values, and seamlessly process vehicle trade-ins through appraisal management. Understand how different information is modeled in appraisal records. - Set Up Appraisal Management
Set up and configure features for the appraisal management of vehicles for customers and prospects. Set up the simple guided flow for appraisals and appraisal items by configuring make and model, trim, mileage, add-ons, and condition of vehicles. Configure market sources that can fetch accurate vehicle valuations based on attributes and customer requested values. Help sales reps and dealers manage, review, and track appraisals. Configure Omniscripts, Flexcards, Integration Procedures, and Data Mappers to support the end-to-end appraisal process. - Create Appraisals in Automotive Cloud
Sales reps can quickly capture information for vehicle appraisals through a simple guided flow. Create appraisal records to store appraisal details of vehicles for trade-in, valuation, or sales. - Create Appraisal Items in Automotive Cloud
Sales reps can store granular information about vehicles in appraisal item records. You can relate appraisal item records to an appraisal record. Get accurate valuations for your vehicles by specifying any customizations and modifications. - Add or Modify Appraisal Add-Ons
Sales reps can specify the modifications and customizations done on a vehicle to get precise valuations. Create appraisal item add-ons to list and store all necessary details. - Adjust Appraisals and Appraisal Items
Sales reps can adjust the appraisal price after a valuation is done, based on inspection visits and customer requested prices. Create appraisal adjustment records for specific items or at the overall appraisal level.
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