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DealerTeam

DealerTeam Configuration

Goal

Customize the default global settings in in your org using the DealerTeam Configuration app.  Change the settings for Parts, Rentals, Sales and Services in this app.

After reading this article you will be able to:

  • Navigate to the DealerTeam Configuration app
  • Set custom defaults
  • Verify the default changes

Step One: Navigate to the DealerTeam Configuration App

  1. Click the App Launcher icon.
  2. Enter DealerTeam Configuration in the quick find area.
  3. Click DealerTeam Configuration.

1 DT Configuration - navigate.png

 

Step Two: Set Custom Defaults

  1. Click the desired object tab of the default values that need to be changed.
  2. Select a desired tab from the available sections.
  3. Click the Edit button on the Setting Name.

2 DT Configuration - Setting name.png

 

  1. Enter the <Default Value Override>.
  2. Click Save.

3 DT Configuration - Setting change.png

 

Note: For the value to override the current default value ensure the Enabled toggle is active.

4 DT Configuration - enable toggle.png

 

Step Three: Verify the Default Changes

After saving you will be able to see the Enabled checkbox and the Custom Value.

5 DT Configuration - verify.png

 

Attention! Some changes made will not be instant. Click the refresh button in the top right corner  to verify changes.