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Automotive Cloud for Dealer
Build relationships with your dealer by empowering them to optimize operations through comprehensive tools provided by Automotive Cloud for Dealer. Enhance customer relationships, improve service delivery, and accelerate growth by building dealer-specific solutions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Provide dealers the flexibility to build directly on the platform and operate with industry-standard systems. Simplify implementation and reduce costs for dealerships to cater to local dealer needs. Use the out-of-the-box applications to accelerate the development and deployment of new features and solutions.
Supported Licenses
These licenses and their corresponding product features are available to you when you set up Automotive Cloud for Dealer.
| License Name | Description |
|---|---|
| AutomotiveDealerEssentialsAddOn | Enables dealer essentials, branch management, and appraisal management functionalities |
| AutomotiveSchedulerAddOn | Enables Automotive scheduler functionalities |
| LightningSchedulerAddOn | Enables salesforce scheduler functionalities in a Salesforce org |
| SchedulerAppointmentRecordLimit | Enables entitlements at org level for Salesforce scheduler |
| ManufacturingPartnerLeadMgmtAddOn | Enables Automotive lead and opportunity management in a Salesforce org |
| FleetManagementAddOn | Enables fleet data model in a Salesforce org |
| OmniScriptMonthlyFixedEntitlementEE | Enables Omnistudio entitlements in a Salesforce org |
| OmniStudioDesignerAddon | Enables users to use Omnistudio designer in a Salesforce org |
| OmniStudioRuntimeAddon | Enables users to run Omniscripts in a Salesforce org |
Features and Permissions
Enable these features to enable Automotive Cloud for Dealer as an admin. You must have the System Administrator profile.
- Setup> Feature Settings> Automotive> Dealer Essentials for Automotive
- Setup> Feature Settings> Appraisal Management Settings> Appraisal Management
- Setup> Feature Settings> Fleet Management Settings> Fleet Management
- Setup> Feature Settings> Automotive> Dealer Essentials for Automotive> Automotive Scheduler
- Setup> Feature Settings> Salesforce Scheduler> Salesforce Scheduler Settings> Multi-Resource Scheduling
- Setup> Feature Settings> Salesforce Scheduler> Salesforce Scheduler Settings> Operating Hours for Service Territory Members for Work Type Groups
- Setup> Feature Settings> Group Membership Settings> Group Membership
- Setup> Feature Settings> Automotive> Partner Lead Management
- Setup> Feature Settings> Omnistudio Settings> Standard Omnistudio Runtime
Assign these required permission set licenses and permission sets to your user record.
| Permission Set License Required | Description | User Permission Required |
|---|---|---|
| Automotive Dealer Essentials | Gives users access to a selected set of Automotive objects and features that can be used by dealerships to manage vehicles and customers. | Assign the Manage Appraisals and Valuations, Use Automotive Cloud Features For Dealerships, and User license to access Branch Management in Financial Services Cloud user permissions. |
| Automotive Scheduler for Experience Cloud | Gives users access to Salesforce Scheduler features in Experience Cloud to schedule appointments. | Assign the Use Scheduler in Experience Cloud for Automotive user permission to schedule and manage appointments using the Automotive template in Experience Cloud. |
| Partner Lead Management for Experience Cloud | Gives users access to lead management features in Experience Cloud. | Assign the Use Partner Lead Management Features in Experience Cloud user permission to manage leads and opportunities in Experience Cloud. |
| Fleet Management for Experience Cloud | Gives users access to Fleet Management features. | Assign the Use Fleet Management Features in Experience Cloud user permission to track and manage fleets of assets or vehicles in Experience Cloud. |
Supported Objects
Here's the list of objects available in Automotive Cloud for Dealer.
| Addon | Objects |
|---|---|
| Automotive Dealer Essentials |
|
| Automotive Scheduler for Experience Cloud | |
| Partner Lead Management for Experience Cloud | |
| Fleet Management for Experience Cloud |
Supported Features
Here's the list of automotive features in Automotive Cloud for Dealer.
| Feature | References |
|---|---|
| Foundation Data Model | Refer to the relevant object relationship diagrams in Automotive Cloud Data Model. |
| Groups, Households, and Other Stakeholders | |
| OmniStudio | OmniStudio for Automotive Cloud |
| Lead Disposition | Manage Leads and Opportunities in Automotive Cloud |
| Trade-In Valuations | |
| Branch Management | |
| Vehicle Console | |
| Vehicle Service and Test Drive Appointment Scheduling | |
| Product Catalog Management |
Apart from the automotive features, Automotive Cloud for Dealer also includes Platform, Sales, and Service features.
| Product Name | Feature |
|---|---|
| Platform | Guided Onboarding |
| Home + Spotlight | |
| Accounts and Contacts | |
| Prebuilt Dashboards | |
| Sales | Leads and Opportunities |
| Email Integration & Einstein Activity Capture Standard | |
| Quotes and Forecasting | |
| Service | Case Management |
| Knowledge Management |
