---
schema_version: "1"
id: b76142d7c05d237ece80ec441132a3fd334e6a6b38f82a3e27c1ce71de02fa56
title: Configure Criteria-Based Search and Filter for Vehicle and Asset Lending
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_rehash_cbsf_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_rehash_cbsf_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f013beea8d8615722027df1d43a35d5abd67988abbdb2875535158ff5d5f7603
description: On behalf of the customers, dealers can rehash an active loan or lease proposal by changing the selected vehicle on the application. They can request a different vehicle to meet customer requirements, by using Criteria-Based Search and Filter. Create a search criteria configuration to simplify the experience of searching for a new vehicle.
products:
  - Automotive
release: "264"
---
# Configure Criteria-Based Search and Filter for Vehicle and Asset Lending

On behalf of the customers, dealers can rehash an active loan or lease proposal by changing the selected vehicle on the application. They can request a different vehicle to meet customer requirements, by using Criteria-Based Search and Filter. Create a search criteria configuration to simplify the experience of searching for a new vehicle.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d106726e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106726e69 ">To create a search criteria configuration:</td>

            <td class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d106726e69 ">View Setup and Configuration</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106726e69 ">To create a searchable object configuration:</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106726e69 ">To create a search action configuration:</td>

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Make sure that you enable Criteria-Based Search and Filter feature in Setup. Assign the Criteria-Based Search and Filter for Experience Cloud permission set to the partner user who rehashes the deal, and the Criteria-Based Search and Filter permission set to the admin who sets up the search configuration.

1. Create a Searchable Object Configuration.
    1. From Setup, enter Criteria in the Quick Find box, then select **Criteria-Based Search and Filter**.
    2. On the Searchable Object Configuration tab, click **New**.
    3. Enter a name for the configuration.
    4. For Searchable Object, search for and select Vehicle Definition Searchable Field.
    5. Enter a description.
    6. For Data Synchronization Job, search for and select Update Vehicle Definition Searchable Field Values.
        
        From Setup, go to Data Processing Engine, clone and activate the Update Vehicle Searchable Field Values template so that you can select it.
2. Create a search criteria configuration using the steps in [Create a Search Criteria Configuration for Vehicle Inventory](https://help.salesforce.com/s/articleView?id=ind.auto_search_setupconfigure_a_vehicle_inventory_search_configuration.htm&type=5&language=en_US) but enter these values for the fields specified.
    1. Find and select **Vehicle Definition Searchable Field** as the searchable object.
    2. For Searchable Object Configuration, select the Searchable Object Configuration created in step 1.
    3. Select the search and filter criteria fields.
        
        For example, Make Name, Model Name, and Model Year.
    4. To use a predefined card-based view for vehicle search results, select **Card** as the search result display format.
3. [Make the vehicle image files visible as search results on the Experience site for partner users](https://help.salesforce.com/s/articleView?id=experience.networks_files_on_records_visible_to_customers.htm&type=5&language=en_US).
4. Create a Search Action Configuration.
    1. From Setup, enter Criteria in the Quick Find box, then select **Criteria-Based Search and Filter**.
    2. On the Action Configuration tab, click **New**.
    3. Enter a name.
        
        For example, Select Vehicle.
    4. Select Global for the Action Scope fields.
    5. Enter a description.
    6. Select **LightningWebComponent** as the action type.
    7. Select **Asset Lending Vehicle Selection** as the action reference.
    8. Click **Save**.
5. For the Partner Community user profile, provide Read access to the fields on the Vehicle Definition Searchable Field object.