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Appraisal Management for Manufacturing Cloud

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Appraisal Management for Manufacturing Cloud

Sales reps and service users can determine the value of assets for trade-in, sale, or valuation scenarios by using Appraisal Management. Use this feature to manage asset trade-ins, sale, or valuation scenarios directly through standard record management in Manufacturing Cloud.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
  • How Appraisal Management Records Work Together
    Sales reps can efficiently capture trade-in interest on behalf of customers or prospects, estimate trade-in values, and seamlessly process asset trade-ins through Appraisal Management. Understanding how different information is modeled in appraisal records is key.
  • Set Up Appraisal Management
    To set up appraisal management for assets, enable the feature in Setup and configure the necessary page layouts and picklist values.
  • Create Appraisals in Manufacturing Cloud
    Sales reps can quickly capture high-level details for asset appraisals to streamline the trade-in process and improve quote accuracy. Create appraisal records to store valuation details for assets, such as vehicles or equipment. You can create an appraisal record from a related Lead, Opportunity, Account, or Case.
  • Create Appraisal Items
    Create appraisal item records to store specific asset details, such as make, model, and usage history, for an appraisal.
  • Add or Modify Appraisal Item Add Ons
    Create add-on records to capture additional components or modifications, such as upgraded parts or custom installations, that affect the asset's value
  • Add Appraisal Item Valuation Records
    Create valuation records to capture and track asset values from different providers, ensuring accurate appraisal data for the asset.
  • Manage Appraisal Adjustments
    Create adjustment records to modify the value of an appraisal or a specific appraisal item. You can apply adjustments for discounts, surcharges, or condition-based value changes.
 
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