Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Add Appraisal Item Valuation Records

Add Appraisal Item Valuation Records

Create valuation records to capture and track asset values from different providers, ensuring accurate appraisal data for the asset.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create Appraisal Item Valuation records: Manage Appraisals and Valuations
  1. Open the Appraisal Item record.
  2. Click the Related tab.
  3. On the Appraisal Item Provider Valuations related list, click New.
  4. Specify these details for the valuation record:
    • Search for and select the Provider Name.
    • Set the Valuation Date Time.
    • Enter the valuation amount.
  5. Save your changes.
 
Loading
Salesforce Help | Article