After reading this article you will be able to:
- Add the trade VIN
- Decode trade VIN
- Choose installed equipment
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Classic Experience.
Add the Trade VIN
In the Sales Up record type the VIN of the Trade In vehicle using capital letters and numbers and then click the Save button.
Decode the Trade VIN
Click the VIN Decode Trade In button and select the trim level of the Trade In vehicle.
Choose Installed Equipment
Fill out the odometer and then check the boxes for equipment that is present on this vehicle. If the vehicle has been in the system previously the checkboxes will reflect past VIN decode information. When done choosing installed equipment click the save button.
You will then return to the Sales Up and the Trade In vehicle details will get automatically filled out based upon the VIN decode.