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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.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
The top-level record, initiated from Lead, Opportunity, Account, or Case record pages. It captures high-level details like the Purpose Type (for example, Trade-in, Sale), Validity End Date, and any Fee.
Stores granular information for a specific asset in an appraisal. It includes details like Identification Number, Model Year, Model Name, Make Name, Serial Number, Usage, Condition Type, Ownership Type, and the Customer Asking Value. One appraisal record can have multiple Appraisal item records.
Specifies modifications, additional components, or attachments (for example, a heavy-duty bucket or software upgrade) that impact valuation accuracy.
Stores valuation data from internal price books or external market sources (for example, blue book values).
Records created to modify the valuation based on inspection results or customer negotiations (for example, Markup or Discount).
Determines the Final Value for each Appraisal Item (Initial Value + Item Adjustments) and the Final Appraisal Value (Item Final Values + Appraisal Adjustments).
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