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
            Add the Appraisal Management Flexcards to Record Pages

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Add the Appraisal Management Flexcards to Record Pages

            Add a Flexcard to help sales reps quickly launch an appraisal from the Lead, Opportunity, Financial Account, Case, and Account pages. Add a Flexcard on the Appraisal record page that helps sales reps add granular details about an appraisal item.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To modify a page layout: Customize Application
            1. Add a flexcard to create appraisal records.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Lead, and select it.
                You can also set up this flexcard for the Opportunity, Account, Financial Account, and Case record pages.
              3. Click Lightning Record Pages, and then select Lead Record Page.
              4. Click Edit.
              5. Drag the Flexcard component to the record page.
              6. Select AppraisalManagementCreateAppraisalCard as the Flexcard.
              7. Save your changes.
              8. Click Activation.
            2. Add a flexcard to create appraisal item records.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Appraisal, and select it.
              3. Click Lightning Record Pages, and then select Appraisal Record Page.
              4. Click Edit.
              5. Drag the Flexcard component to the record page.
              6. Select AppraisalManagementCreateItemAndRelatedRecordsCard as the Flexcard.
              7. Save your changes.
              8. Click Activation.
             
            Loading
            Salesforce Help | Article