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DealerTeam

Hide Cost and Profit Figures on Deals

Goal

DealerTeam created a quick-action button to show/hide Cost and Gross figures on the Deal Recap.

 

The Show/Hide feature will apply to these Deal Tabs:

  • Deal Recap
  • Vehicle 
  • Equipment
  • Service Contract   

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

 

Step One: Hide Figures

Navigate to the tab Deal Recap on any Deal. A quick-action toggle button was added to the bottom right-hand corner.

 

Toggle the button when Red to hide Cost and Profit figures from the page views.

Hide cost and gross Button

 

Step Two: Show Figures 

Navigate to the tab Deal Recap on any Deal. A quick-action toggle button was added to the bottom right-hand corner.

 

With figures now hidden, toggle the Yellow button to show Cost and Gross on the page views.

Results of Hide cost button on deal recap screen

 

Show/Hide on Additional Deal Tabs

Cost and Profit figures will also Show/Hide on these additional Deal tabs.

 

Vehicle Tab

Example Show 

Hide vehicle cost in deal

 

Example Hide

Results Hide vehicle cost in deal

 

Equipment Tab

Example Show 

Hide cost in equipment tab.

 

Example Hide

Results Hide cost in equipment tab.

 

Service Contract Tab 

Example Show

Hide cost on the service contract tab

 

Example Hide

Results hide cost on the service contract tab