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DealerTeam

Select Region for a Location

Goal

Learn how to select a Region for a Store Location. Regions are logical groups of business units. Each Location is optionally parented by a Region. This level of hierarchy supports reporting enhancements as well as standard and custom business logic

 

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

Step One: Select All tabs

Click All Tabs . Note: The current dealership selected is San Francisco. 

Region Object Added, find all tabs 2.png

 

Step Two: Find Locations Object

Scroll down to find Locations then click Locations.

Region Object Added, find location tab 2.png

 

Step Three: Select Store Location

All stores in your organization will appear. Select the desired store location you wish to edit. 

Region Object Added, select location.png

 

Step Four: Edit Region

Click Edit

Change location, click edit.png

  1. Click the Lookup icon to view Regions
  2. A list of Recently Viewed Regions populate. Select the Region (1,2, or 3). For this example, select region 2. 

 

Note: If the desired Region is not available, type in the desired region in the Search bar then click Go! Result will populate. If the desired region is not available please submit a case to a Success Manager for assistance.

 

Add Region, select region 2.png

 

Step Five: Save Region

The Region field is now populated with the selected region number. Click Save to complete the process of selecting a region for a store location

Add Region, click save.png