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            Set Up Appraisal Valuation Sources for Vehicles

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            Set Up Appraisal Valuation Sources for Vehicles

            Help sales agents define the market sources to provide appraisal valuations accurately based on vehicle attributes. Use the AppraisalManagementFetchProviderInfo integration procedure to define the sources by adding source as the key and other relevant information. This source is then passed onto the AppraisalManagementGetValuationRecords integration procedure to get the valuations for appraisal records.

            Required Editions

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

            Set up your own integration mechanism and custom business logic to call the external market sources API in real time. For example, you can use HTTP protocol.

            1. Create another 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 AppraisalManagementFetchProviderInfo, 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.
              7. Similarly, create another version of the AppraisalManagementGetValuationRecords integration procedure.
            2. Update the list of sources in the AppraisalManagementFetchProviderInfo integration procedure.
              1. On the new version of the integration procedure, in the Structure section, click the SetValues step.
              2. Click Edit as JSON.
              3. Based on your choice of market sources, create a mapping that lists these market sources in the order of preference.
                Here's an example of a single mapping.
                {
  "dataSource": {
    "assetType": "vehicle",
    "assetInfo": {},
    "purposeOfAppraisal": "Trade-In",
    "vehicleInfo": [
      {
        "source": "Market Source 1"
      },
    ]
  }
}
              4. Save your changes.
              5. Click Activate Version.
            3. In the AppraisalManagementGetValuationRecords integration procedure, configure the sources that you want to fetch the information from.
              1. On the new version of the integration procedure, in the Structure section, click the ExternalValuationSource step, and choose your condition source.
              2. Click Edit as JSON.
              3. Create configurations for as many market sources as required.
                Here's an example of a single mapping.
                {
  "response": {
    "timestamp": "2024-12-01",
    "success": true,
    "source": "Market Source 1",
    "rough_value": 9500,
    "clean_value": 8000,
    "average_value": 9000
  }
}
              4. Save your changes.
              5. Click Activate Version.
             
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