Dealer Recommendation

Dealer Recommendation lets a Sales Rep formally introduce one or more Dealers/Distributors to the Processor contact on a Project or Project Lead, and track that introduction as a real record rather than an off-system email. It runs on the same underlying engine as Processor Recommendation — a map-based selection screen, a recommendation record, and a merge-field email — pointed at a different participant role.

How it works

1. Launch the flow from a Project or Project Lead record. It loads a map of candidate Dealer accounts within a configured search radius.
2. Select participants: the Processor contact who will receive the recommendation, and the Dealer account(s) being recommended.
3. The flow creates an Empfehlung__c (Recommendation) record and an Empfehlung_Beteiligte__c junction record for each recommended Dealer.
4. Any recommended Dealer that isn’t already a Participant on the project is added automatically, with the role configured in Baucore Setup → Recommendations → Bet_Rolle.
5. An email is composed from a configured template — with merge fields for the Contact, the Project, and the Recommendation itself — and sent to the Processor.

Related pages in this section

• Use Cases for Dealer Recommendation
• Recommend Dealers for a Project
• Recommend Dealers for a Project Lead
• Use the Dealer Recommendation Process
• Set Up Dealer Recommendation

Configuration highlights

Dealer Recommendation settings all use a DRec_* prefix in Baucore Setup → Recommendations (the parallel Processor settings use PRec_*):

See Set Up Dealer Recommendation for the full walkthrough, and Recommendation Configuration for the fields and email templates shared with Processor Recommendation.

Related

• Processor Recommendation
• Recommendation Configuration