Set Up Dealer Recommendation
Taskadmin
There are several configuration options for the Dealer Recommendation flow, stored as Custom Labels. To edit one, go to Setup > Custom Labels, select the label, and choose New Local Translations / Override.
Selection of Dealer recipients
| Element | Custom Label |
|---|---|
| Criteria for which Accounts are shown | va_deal_rec_account_condition |
The ParticipantList placeholder template
The [!ParticipantList] placeholder is used in the email template to display the selected Accounts. Its template is customized via the Custom Label empfehlung_account_emailtext.
Example:
Dear Customer,
here is the list of the participants we would like to recommend:
[!ParticipantList]Email template
The email template settings are shared with the Processor Recommendation process — see Setup Email Templates for Recommendation Process.