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            Set Up the Make and Model of Vehicles for Appraisal Management

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            Set Up the Make and Model of Vehicles for Appraisal Management

            Help sales agents capture basic vehicle details for appraisal by configuring attributes such as Model Year, Make Name, Model Name, and Trim in the Appraisal Item object. Use the YearMakeModelTrimMap integration procedure to map these values for a vehicle. Based on this map, the relationship between these attributes is fetched in the Appraisal Flow Omniscript.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To customize Flexcards and integration procedures: Omnistudio Admin

            Make sure that all custom picklist values in this mapping are configured in the Appraisal Item object so it can appear in the Select picklist of the Model Year, Make Name, Model Name, and Trim Level fields of Appraisal Flow.

            1. Create a version of the integration procedure.
              1. From the App Launcher, find and select OmniStudio.
              2. In the Omnistudio app, from the navigation bar, select Integration Procedures.
              3. Click AppraisalManagementSetVehicleModelValues, and select the first version of the procedure.
              4. Click Create Version.
              5. Save your changes.
              6. Click Activate Version.
                Only one version can be active at a time. You can't edit the active version.
            2. Update the list of attributes in the integration procedure.
              1. On the new version of the integration procedure, in the Structure section, click the YearMakeModelTrimMap step.
              2. Click Edit as JSON.
              3. Based on the picklist values that you configured for the Model Year, Make Name, Model Name, and Trim fields, create a mapping that hierarchically lists them in that order.
                Trims must be related to their specific vehicle models, which in turn must be related to their specific make names. Finally, specific make names must be related to their model years.
                Here's an example of a single mapping:
                {
  "YearMakeModelTrimMap": {
    "YearList": [
      {
        "label": "2024",
        "value": "2024",
        "MakeArray": [
          "NeoGen Ultra"
        ],
        "Makes": [
          {
            "label": "NeoGen Ultra",
            "value": "NeoGen Ultra",
            "Models": [
              {
                "label": "NeoGen Ultra SE",
                "value": "NeoGen Ultra SE",
                "Trims": [
                  {
                    "label": "NeoGen Ultra SE Vxi",
                    "value": "NeoGen Ultra SE Vxi"
                  }
                ]
              }
            ]
          }
        ]
      }
    ]
  }
}
              4. Save your changes.
              5. Click Activate Version.
             
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