---
schema_version: "1"
id: 981df119d63b7a1e7d43e24f863ac4b1984f2eee9ea4d50482580d7781239dd9
title: Configure Dealer Product Search
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_inventory_dealer_searchable_field_cbsf.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_inventory_dealer_searchable_field_cbsf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2305cf5adb2366df8af1d2ad4d345360c8cbb6b322dcc46cf9b05671aa385b3e
description: Create a search criteria configuration to design the dealer product search experience for your users. You can define which fields users use as filter criteria and which fields they see for the search results.
products:
  - Automotive
release: "264"
---
# Configure Dealer Product Search

Create a search criteria configuration to design the dealer product search experience for your users. You can define which fields users use as filter criteria and which fields they see for the search results.

### 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="d69016e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69016e71 ">To create a search criteria configuration:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69016e71 ">View Setup and Configuration</td>

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Enable the Criteria-Based Search and Filter feature in your org.

## Clone and Activate the Data Processing Engine definition

1. From Setup, enter Data Processing Engine in the Quick Find box, then select **Data Processing Engine**.
2. In the list view, from the drop-down menu of the Update Dealer Product Searchable Field Values for Automotive definition, select **Save As**.
3. Enter a name for the definition.
    
    The API Name field is automatically populated.
4. Save your changes.
5. Activate your Data Processing Engine definition.

## Create a Searchable Object Configuration for Dealer Product Search

To define how data is updated in the Dealer Product Searchable Field object, which is used as the basis of dealer product search, 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.
    
    The API Name field is automatically populated.
4. For Searchable Object, search for and select **Dealer Product Searchable Field**.
5. Enter a description.
6. For Data Synchronization Job, search for and select the cloned version of the Update Dealer Product Searchable Field Values for Automotive Data Processing Engine definition.

## Create a Search Criteria Configuration for Dealer Search

Create a search configuration based on the Dealer Product Searchable Field object.

1. From Setup, enter Criteria in the Quick Find box, then select **Criteria-Based Search and Filter**.
2. On the Search Configuration tab, click **New**.
3. Select **Default** as the configuration type.
4. Click **Next**.
5. To provide the basic details, follow these steps:
    1. Enter a name for the configuration.
        
        The API Name field is automatically populated.
    2. For Searchable Object, search for and select **Dealer Product Searchable Field**.
    3. For Searchable Object Configuration, search for and select the searchable object configuration created in the task above.
    4. Enter a description for the configuration.
    5. Click **Next**.
6. To select the search and filter criteria, follow these steps:
    1. Move fields from the Available Fields list to the Selected Fields list.
        
        We recommend that you select fields that describe a product's attributes and other widely known details so that the user can easily refine their dealer search.
    2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    3. Click **Next**.
7. To select the search result display format, select **List**.
8. Click **Next**.
9. To select the search result columns for a list-based view, follow these steps:
    1. Move fields from the Available Fields list to the Selected Fields list.
        
        We recommend that you select fields that represent critical information about a dealer, such as Dealer Name, Dealer Product Searchable Field ID, Territory ID, Service Territory Name, and Product.
    2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    3. Click **Next**.
10. To define the distance criteria, follow these steps:
    1. For Unit of Measure, select **Kilometers**, or **Miles**.
    2. For Value, enter the higher limit for a distance range so that vehicles within the range are filtered as search results.
    3. Click **Add**.
    4. Add up to 6 values for distance range so that the scope of dealer search can be incrementally extended.
    5. For Relative Location, select Dealer Address.
    6. Click **Next**.
    7. If you don’t want the search to consider distance parameters, click **Skip this step**.
11. To select the group and aggregation criteria for search results, follow these steps:
    1. For Result Display Mode, select **Grouping and Aggregation** or **Multiple Fields**.
    2. Move fields from the Available Fields list to the Selected Fields list.
        
        We recommend that you select fields that can have a wide range of values in case the user wants to segment the results based on these values.
    3. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    4. Click **Next**.
    5. If you don’t want the search to group and aggregate your search results, click **Skip this step**.
12. To select the sorting criteria for search results, follow these steps:
    1. Move up to 8 fields from the Available Fields list to the Selected Fields list.
        
        We recommend that you select search result fields that can have values that the user wants to sort alphabetically or by date.
    2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    3. Click **Done**.
13. To select the actions for the search results, follow these steps:
    1. Move up to 10 search actions from the Available Fields list to the Selected Fields list.
    2. Use the up and down arrows to arrange the order in which the selected actions are displayed to the user.
    3. If there are no actions to be selected, click **Done**.
14. To activate, edit, or delete the record, follow these steps:
    1. Click a search configuration record name from the list on the Search Configuration tab on the Criteria-Based Search and Filter page.
    2. To start using the configuration, click **Activate**.
    3. To modify the configuration, click **Edit**.
    4. To discard the record, click **Delete**.