Explore Omnistudio Components for Appraisal Management

The guided flows for appraisal management in Automotive Cloud are created using Omnistudio. Both the flows for creating appraisal and appraisal item records are Omniscript-based flows that use Omnistudio Data Mappers, Flexcards, and Integration Procedures. Download the latest version of the Omnistudio package and add the Omnistudio Designer license to your org so that you can customize the components to modify the scheduling flows for your users and customers.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Note Make sure to use multi-language Omniscripts.

These predefined Omniscripts are available in Automotive Cloud.

Name	Description
AppraisalManagement/BasicDetails	Lets users provide key information about appraisals for trade-ins, valuations, or sales.
AppraisalManagement/ItemDetails	Lets users provide key information about a specific appraisal item.
AppraisalManagement/VehicleAppraisal	Lets users specify the details for a vehicle appraisal and get the estimated valuation.
AppraisalManagementVehicleCondition	Lets users select the type of condition of a vehicle which determines the appraisal value.
AppraisalManagementVehicleComponentsAndOwnership	Lets users specify the type of modifications made to a vehicle, the type of ownership, and the customer asking value.

These predefined Flexcards are available in Automotive Cloud.

Name	Description
AppraisalManagementCreateAppraisalCard	Shows an action on a card that users can select to create an appraisal record.
AppraisalManagementCreateItemAndRelatedRecordsCard	Shows an action on a card that users can select to create an appraisal item record, along with records for valuation and add-ons.
AppraisalManagementVehicleConditionList	Shows a list of condition types for a vehicle that a user can select from during an appraisal.
AppraisalManagementVehicleModelDetails	Shows the fields that users can use to query vehicles by make, model name, or model year for appraisals.
AppraisalManagementVehicleTrimAndMileageDetails	Shows the trim, mileage, and registration details of a vehicle based on information provided by the user.
AppraisalManagementIsItemCustomized	Shows two options to the user to select whether customizations or modifications were made to the appraisal item or not.
AppraisalManagementAdditionalAccessorySelection	Shows an option for the user to specify whether additional accessories are related to an apraisal item or not, and then select the applicable accessories.
AppraisalManagementVehicleValuation	Shows the valuation details of a vehicle from different providers on separate cards, and key details such as the mileage, condition, and product image.
AppraisalManagementValuationSourceCount	Stores the record count for valuation sources based on the number of providers configured by the admin and determines the count of AppraisalManagementVehicleValuationSingleSource Flexcards to be shown.
AppraisalManagementVehicleValuationSingleSource	Shows the valuation details of a vehicle from a specific provider.

These predefined integration procedures are available in Automotive Cloud.

Name	Description
AppraisalManagementPopulateAppraisedBy	Sets the value for the Appraised By field on Appraisal record based on either a Contact or User record that the user searches for.
AppraisalManagementSetVehicleModelValues	Sends information related to the trim, registration, and mileage of a vehicle to a Flexcard based on the make, model name, or model year.
AppraisalManagementGetVehicleModelDetails	Gets information related to the trim, make, model name, and model year of a vehicle.
AppraisalManagementFindValidVehicleIdentificationNumber	Fetches whether the vehicle identification number provided by the user as search input is valid or not, and sets the value to True or False.
AppraisalManagementGetPicklistMetadata	Gets the picklist metadata based on information passed by the AppraisalManagementGetPredefinedPicklistValues Data Mapper to show the list of values to a user.
AppraisalManagementCreateAppraisalRecords	Creates Appraisal and its related records based on the type of fields and options specified by the user.
AppraisalManagementCreateAppraisalRelatedRecords	Creates and updates related records for an appraisal based on information such as modifications done to a vehicle, appraisal item details, and ownership details.
AppraisalManagementFetchProviderInfo	Gets the valuation of an appraisal item based on the external providers configured as sources, and the types of valuations required.
AppraisalManagementGetValuationRecords	Gets the appraisal values from different external sources for a vehicle, such as the values for different conditions.

These predefined Data Mappers are available in Automotive Cloud.

Name	Description
AppraisalManagementCreateAppraisal	Creates an appraisal record based on who performs the appraisal and other basic details.
AppraisalManagementGetAppraisedByContact	Gets the contact record for the Appraised By field based on the typeahead input provided by the user during search.
AppraisalManagementGetAppraisedByUser	Gets the user record for the Appraised By field based on the typeahead input provided by the user during search.
AppraisalManagementGetVehicleIdentificationNumber	Gets the vehicle identification number provided by the user as search input and sends it to the AppraisalManagementFindValidVehicleIdentificationNumber integration procedure.
AppraisalManagementGetPredefinedPicklistValues	Gets the list of picklist values configured by the admin for different fields related to appraisals.
AppraisalManagementGetVehicleImageUrl	Fetches the product display URL for a vehicle to show it on the valuation page.
AppraisalManagementCreateAppraisalItemRecords	Creates Appraisal Item records based on the inputs provided by the user.
AppraisalManagementCreateAppraisalItemAddOnRecords	Creates Appraisal Item Add-On records based on the inputs provided by the user.
AppraisalManagementCreateValuationRecords	Creates and updates records in Appraisal and Appraisal Provider Valuation based on the values recieved from external sources.