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            Configure Basic Settings for the Automotive Cloud Data Kit

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            Configure Basic Settings for the Automotive Cloud Data Kit

            Before you use the Automotive Cloud data kit and the Automotive Cloud specific data model objects, complete the basic setup required to work in Data Cloud.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To use Data Cloud for Automotive Cloud:

            Salesforce org: Automotive Cloud

            AND

            Data Cloud org: Data Cloud Admin
            1. Review and complete all steps mentioned in the Salesforce Data Cloud documentation.
              1. Plan your Data Cloud strategy.
              2. Manage Data Cloud users.
              3. Manage access with Data Cloud permission sets.
              4. Manage data spaces.
              5. Set up the Salesforce CRM connector.
            2. Enable the features required to access the data kit and its components.
              1. Go to Data Cloud Setup.
                If you don’t see this option, refresh your page, or log out and log back in with your admin user credentials.
              2. To enable Data Cloud, click Get Started.
                The setup can take a few minutes.
              3. From Setup, in the Quick Find box, enter Automotive, and then select Automotive Settings.
              4. Turn on Automotive.
              5. From Setup, in the Quick Find box, enter Partner, and then select Partner Lead Management.
              6. Turn on Partner Lead Management.
              7. From Setup, in the Quick Find box, enter Partner, and then select Partner Performance Management.
              8. Turn on Partner Performance Management.
                You must enable the features that provide access to the objects used for calculated insights and data streams. You can enable the other Automotive Cloud features as required.
              9. From Setup, in the Quick Find box, enter Vehicle, and then select Vehicle and Asset Finance.
              10. Turn on Vehicle and Asset Finance.
            3. Connect Data Cloud to your Salesforce CRM org.
              1. In Data Cloud, click Data Cloud Setup.
              2. In the Quick Find box, enter Salesforce CRM, and then click Salesforce CRM.
              3. Click New.
              4. To connect to the Salesforce org that has Data Cloud provisioned, click Connect.
              5. After you connect your Salesforce org, review the connection details.
                Your Salesforce org is now connected as a data source and data action target.
            4. Verify the SSOT package version.
              1. In Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
              2. Verify that the Salesforce Standard Data Model SSOT is version 1.122 or later.
                If the version is earlier than 1.122, contact your Salesforce account representative.
            5. Enable object and field permissions.
              1. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
              2. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              3. Find and select Data Cloud Salesforce Connector Integration.
              4. Click System Permissions.
              5. Click Edit.
              6. Find and select Use Automotive Foundation, Use Vehicle and Asset Finance Features, Use Manufacturing Partner Lead Management, Use Manufacturing Partner Performance Management, Use Fleet Management Features, Manage Appraisals and Valuations, Manage Product Service Campaigns, Use Product Service Campaign Management, Batch Management User.
                You must enable the system permissions that provide access to the objects used for calculated insights and data streams. You can enable the other Automotive Cloud system permissions as required.
              7. Save your changes.
              8. Click Permission Set Overview.
              9. Click Object Settings.
              10. Click on the name of the object for which you want to give access.
              11. Click Edit.
              12. In Object Permissions, enable Read and View All Records permissions.
              13. In Field Permissions, enable Read Access for each field.
              14. Save your changes.
              15. Complete these steps for all Automotive Cloud objects mentioned in bundles below that are used in the predefined data streams and calculated insights.
                • For Automotive Foundation: Asset, Contact, Transaction Journal, Contact Point Address, Product Item, Product2, Order Item, Pricebook Entry, Business Profile, Serialized Product, Vehicle Definition, Product Category Product, User, Pricebook2, Order, Rebate Claim, Vehicle, Associated Location, Account, Product Category, Location, Asset Milestone, User Role, Asset Contact Participant, Asset Account Participant
                • For Leads and Opportunities: Opportunity Stage, Opportunity, Lead, Opportunity Line Item, Lead Preferred Seller, Lead Line Item, Opportunity Preferred Seller, Asset Warranty, Warranty Term, Case, Unit Of Measure, Work Order, Work Order Line Item
                • For Fleet Management and Automotive Finance: Financial Account Transaction, Financial Account Party, Financial Account Balance, Financial Account, Financial Account Fee, Asset Title, Fleet, Fleet Asset, Fleet Participant. Financial Account Milestone
                • For Appraisal Management and Product Service Campaign: Appraisal, Appraisal Adjustment, Appraisal Item, Appraisal Item Add On, Appraisal Item Provider Valuation, Product Service Campaign Work Type, Product Service Campaign Definition, Product Service Campaign Definition Partner Inventory, Product Service Campaign Group Definition Partner, Product Service Campaign Group Definition, Product Service Campaign Definition Production Batch, Product Service Campaign Group Definition Causal Item, Product Service Campaign Definition Related Causal Item, Product Service Campaign Preferred Partner, Production Batch
                  Note
                  Note When initiating data streams, you could encounter errors for object field labels exceeding 40 characters. As a temporary workaround for this known limitation, manually revise the affected labels to ensure they remain within the 40-character limit.
             
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