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DealerTeam

How to add a Location

 Goal

Add different locations to the system to distinguish activity, users, and inventory between multiple roof tops.

After completing this article you will be able to

  • Navigate to the the Location object
  •  Add new locations to your org

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic

 

First Step: Navigating to Location

  1. Click the All Tabs + icon 

all tabs +

 2. Click on Locations

step 1.2.png

Note: If Locations is not available, your system administrator can grant you access to view the object.

Second Step: Adding a new Location

1. Click the New button to add a location.

step 2.1.png

 

 2. Fill in all the required fields

 3. Add as much detail for the dealership location as desired

 4. Click Save 

Note: The Location will be displayed under Recently Viewed in the main pane.