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Key Steps in the Dealer Search Workflow
Use Criteria-Based Search and Filter to look for dealers using the Dealer Product Searchable Field object. Use the Dealer Vehicle Definition Searchable Field to find dealerships selling and, or, servicing vehicles for location-based searches. Inventory managers, sales managers, and other users can quickly search and filter the required records available for a product.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions. |
Explore the Seller Product Object
The Seller Product object represents information about the products associated with a seller. It provides insight into product availability, production details, and the seller's role for the product, such as whether the seller has a sales role or a service role.
A Neo Motors dealership selling NeoGen electric vehicles would have a Sales role. Whereas, a different Neo Motors dealership located a few miles away providing car battery repairs and other services for the NeoGen electric vehicles would have a Service role. When a sales or service rep uses the Criteria-Based Search and Filter feature to look up dealerships for their customer's requirements, they can figure out the role of a specific dealer with the help of this object.
Explore the Dealer Product Searchable Field Object
The Dealer Product Searchable Field object combines fields from multiple objects and helps users search for dealers selling required products and associated services by using the different fields as criteria. Based on which fields are selected for search criteria and search result display, you must ensure that the source object records are populated with values for those fields.
This object represents information about dealerships selling and, or, servicing products for location-based searches, that is, which product is sold by which dealer in which service territory. It helps customers find nearby dealer locations for purchasing products and product-related services.
Similar to vehicle inventory search, the Dealer Product Searchable Field object acts as the dataset which is the basis for dealer product search. All fields are columns in the dataset and each record is a row. The values in the source objects get reflected for each field (column) in the dataset for each searchable record (row). It’s critical to maintain detailed records of the following objects in your org as the Dealer Product Searchable Field object combines key fields from them.
- Account
- Business Profile
- Service Territory
- Product
- Seller Product
- Business Brand
Explore the Dealer Vehicle Definition Searchable Field Object
The Dealer Vehicle Definition Searchable Field object combines fields from multiple objects and helps users search for dealers selling required vehicles and associated services by using the different fields as criteria. Based on which fields are selected for search criteria and search result display, you must ensure that the source object records are populated with values for those fields.
This object represents information about dealerships selling and, or, servicing vehicles for location-based searches. It helps customers find nearby dealer locations for vehicle-related purchases and services.
Similar to vehicle inventory search, the Dealer Vehicle Definition Searchable Field object acts as the dataset which is the basis for dealer search. It’s critical to maintain detailed records of the following objects in your org as the Dealer Vehicle Definition Searchable Field object combines key fields from them.
- Account
- Business Profile
- Service Territory
- Product
- Seller Product
- Business Brand
- Vehicle Definition
Explore the Search Experience
Create a search criteria configuration with the objects mentioned above and specify the following:
- Select which fields users can use as search criteria to look for dealers
- Select which fields are displayed for search results
- Specify how the distance is calculated from the current location to the dealer location by the search framework to generate results
Create a searchable object configuration to specify the following:
- Specify the data synchronization job that creates and updates records in the Dealer Product Searchable Field and the Dealer Vehicle Definition Searchable Field objects
- Map the search criteria fields to existing picklist fields on source objects so that users can search by selecting predefined values
Explore the Data Processing Engines
The Update Dealer Product Searchable Field Values For Automotive Data Processing Engine definition combines fields from multiple objects and transforms source records to write back data into the Dealer Product Searchable Field object to facilitate product search for Automotive sales and service purchases. Clone this template and activate the definition to use in your searchable object configuration for Dealer Product Search.
Similarly, the Update Dealer Vehicle Definition Searchable Field Values Data Processing Engine definition transforms source records to write back data into the Dealer Vehicle Definition Searchable Field object to facilitate vehicle search for Automotive sales and service purchases. Clone this template and activate the definition to use in your searchable object configuration for Dealer Search.
