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            Set Up User and Asset Service Resources in Automotive Cloud

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            Set Up User and Asset Service Resources in Automotive Cloud

            Create service resources to represent the users who assist with an appointment and the assets that are used in the appointment. For vehicle service and test drive appointments, create service resources of type Technician and relate them to a dealer’s service territory. Assign skills to them that match the different types of services provided by the dealer. For test drive appointments, also create service resources of type Asset to represent the vehicles used in test drives and relate them to a dealer’s service territory.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a service resource: Create access on Service Resource

            Make sure that your Salesforce admin enabled multi-resource scheduling so that you can create Asset-type service resources.

            1. To create a service resource that represents a user who attends an appointment, follow these steps:
              1. In the Salesforce Scheduler Setup app, on the Service Resources tab, and click New.
              2. Enter a name.
              3. For Resource Type, select User.
                Make sure that you assigned the Let a user be included in appointments in Salesforce Scheduler permission to this user.
              4. Select Active.
              5. Click Save.
            2. To create a service resource representing a vehicle in a test drive appointment, follow these steps:
              1. In the Salesforce Scheduler Setup app, on the Service Resources tab, and click New.
              2. Enter a name.
              3. For Resource Type, select Asset.
                Make sure that you created a vehicle record and linked it with this asset.
              4. Select Active.
              5. Click Save.
             
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