You are here:
Enable Features for Automotive Cloud
Turn on settings in your org that enable Automotive Cloud and its associated features.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To enable features: | Customize Application |
To enable the features for Automotive Cloud, first assign yourself the System Administrator user profile. Then, assign the required permission set licenses and permission sets to your User record.
Note The settings covered in this topic pertain to the key features within Automotive Cloud. If
you’re using additional features from Manufacturing Cloud, Field Service, Commerce Cloud, and
other products, enable them separately.
| Feature | Setup Path | Purpose | Prerequisites or Notes |
| Automotive | Setup > Automotive Settings > Enable Automotive | Access objects related to vehicle and stakeholder management. | — |
| Service Console for Automotive | Setup > Service Console for Automotive > Enable Service Console for Automotive | Access the Service console with predefined Service Excellence components and unlock predefined Identity Verification flows. | When you create a scratch org for Automotive Cloud where the Service Console for Automotive setting is enabled, assign the Automotive Foundation User and the Industry Service Excellence permission sets to the scratch org user. The two predefined Identity Verification flows are available after you assign the permission sets. |
| Vehicle Connected Services | Setup > Vehicle Connected Services Settings > Enable Vehicle Connected Services | Manage connected services for vehicles using predefined MuleSoft assets, service process templates, Omnistudio components. | Make sure you’ve enabled Automotive in your org before you enable this feature. Agree to the terms and conditions and click Agree & Continue. |
| Predefined Components for Connected Vehicle Services | Setup > Vehicle Connected Services Settings > Enable Predefined Components for Connected Vehicle Services | Make sure you’ve enabled the required Omnistudio, Service Process Studio, and Context Service features before you enable this feature. | |
| Vehicle and Asset Lending | See Enable Features for Vehicle and Asset Lending | Access Vehicle and asset lending features. | — |
| Vehicle and Asset Finance | Setup > Vehicle and Asset Finance Settings > Enable Vehicle and Asset Finance | Access the finance console for Automotive and predefined components. | Make sure you’ve enabled Automotive in your org before you enable this feature. |
| Vehicle and Asset Finance Additional Components | Setup > Vehicle and Asset Finance Settings > Enable Vehicle and Asset Finance Additional Components | Access predefined timelines on Account and Financial Account pages. | Make sure you’ve enabled Timelines in your org before you enable this feature. |
| Partner Visit Management | Setup > Partner Visit Management > Enable Partner Visit Management | Access visit management objects and workflows as well as the Partner Visits app. | — |
| Partner Lead Management | Setup > Partner Lead Management > Enable Partner Lead Management | Access enhanced lead management capabilities. | — |
| Partner Lead Management Default Mappings | Setup > Partner Lead Management > Enable Partner Lead Management Default Mappings | Automatically map fields between lead line item & opportunity line item, and lead preferred seller & opportunity seller during conversion. To know which fields are automatically mapped, see Manage Opportunity Products and Preferred Sellers. | — |
| Partner Performance Management | Setup > Partner Performance Management > Enable Partner Performance Management | Access dealer management capabilities. | — |
| Person Accounts | Setup > Person Accounts > Enable Person Accounts | Enable Person Accounts. | Before you complete these steps, create a support ticket to enable person accounts for your org. Go through the steps listed on the Setup page. Acknowledge the org implications of enabling person accounts. Make sure the account object has at least one record type. Make sure user profiles that have read permission on accounts have read permission on contacts. The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private. |
| Group Membership (Party Relationship Groups) | Setup > Group Membership Settings > Enable Group Membership | Access party relationship group membership. | — |
| Timeline | Setup > Timeline > Enable Timeline | Enable the Timeline feature. | After you enable Timeline, you can’t turn the feature off. |
| Visit Inventory Management | Setup > Inventory Settings > Enable Visit Inventory Management | Manage inventories during visits. | — |
| Topics for Objects and Interest Tags | Setup > Topics for Objects > Enable Topics Setup > Interest Tags > Enable Let users access interest tags |
Create interest tags. | Enable Topics for required objects before Interest Tags. |
| Lightning Knowledge | Setup > Knowledge Settings > Edit > Enable Lightning Knowledge | Access Knowledge in Service Console. | To enable Lightning Knowledge, you must have one article type. For more details, see Set Up and Configure Lightning Knowledge. |
| Digital Experiences | Setup > Digital Experiences > Enable Digital Experiences | Create Experience Cloud sites and collaborate with customers and partners. | For more details, see Enable Digital Experiences. |
| Automotive Scheduler | Setup > Automotive Settings > Enable Automotive Scheduler | Schedule test drive and vehicle service appointments. | — |
| Multi-Resource Scheduling | Setup > Salesforce Scheduler Settings > Enable Multi-Resource Scheduling | For test drive appointments, select two service resources. One agent service resource assigned to the appointment, and one asset resource which represents the test drive vehicle. | |
| Operating Hours for Service Territory Members for Work Type Groups | Setup > Salesforce Scheduler Settings > Enable Operating Hours for Service Territory Members for Work Type Groups | Create operating hours for service territory members tied to work type groups. | — |
| Standard Omnistudio Runtime | Setup > Omnistudio Settings > Enable Standard Omnistudio Runtime | Configure record alerts and Omniscript-based flows for test drive and service appointments. | — |
| Criteria-Based Search and Filter | Setup > Criteria-Based Search and Filter > Enable Criteria-Based Search and Filter | Search vehicle inventory data based on multiple criteria. | Enable Automotive before turning on this feature, so that you can access all objects required for inventory search. The Data Processing Engine template for inventory search is available only when both features are enabled. |
| Data Pipelines | Setup > Data Pipelines > Get Started > Enable Data Pipelines | Run and manage Data Processing Engine definitions. | — |
| Warranty Lifecycle Management | Setup > Warranty Lifecycle Management > Enable Warranty Lifecycle Management | Define warranty standards and terms, process dealer and supplier recovery claims. | — |
| Fleet Management | Setup > Fleet Management Settings > Enable Fleet Management | Create and manage fleet activities. | — |
| Salesforce Go for Automotive | Setup > Salesforce Go | Discover, set up, configure, and monitor usage of Automotive Cloud features and feature sets in one streamlined location. | — |
| Agentforce for Automotive Cloud | Setup > Agentforce Agents | Manage account information, sales and service requirements, and service processes via natural-language agents using prebuilt subagents and actions. See Agentforce for Automotive. | Requires Agentforce for Automotive add-on or Agentforce 1 Automotive Edition. |
| Data Cloud Enrichments | Data Cloud > Enrichments | Add Data model objects, calculated-insight data and related lists to CRM records. | Requires Data Cloud. |
| Vehicle Parts Search and Transfer | Set up Criteria-Based Search and Filter. See Criteria-Based Search and Filter. | Find or track spare parts, accessories, assets across locations and transfer between locations. | — |
| Product Service Campaign Management | Setup > Asset Service Lifecycle Management > Asset Service Lifecycle Management Settings > Asset Service Lifecycle Management and Product Service Campaign Management | Manage recalls, upgrades, upsells, and feedback campaigns for vehicles/parts. | — |
| Data Processing Engine (DPE) | Setup > Data Processing Engine Setup > Data Pipelines |
Create bulk transformation, aggregation, rollup definitions. | Requires Data Pipelines to be enabled. |
| Product Catalog Management | App Launcher > Product Catalog Management | Catalogs, categories, attributes, qualification rules, product bundles. | — |
| Appraisal Management | Setup> Feature Settings> Appraisal Management Settings> Appraisal Management and Automotive Components for Appraisal Management | Generate trade-in valuation and create sale appraisals with provider valuations and adjustments. | |
| Actionable Event Orchestration | Setup > Feature Settings > Actionable Event Orchestration and Event Orchestration Decision Table |
Automatically create and update records from real-time vehicle telematics events using expression sets or flows. | — |
| Telemetry Definition and Action Management | Setup > Feature Settings > Connected Service > Telemetry Definition and Action Management and Prebuilt Components for Telemetry Definition and Action Management |
Create VSS-based logical models of sensors and actuators, and automatically generate service processes for remote operations. | — |
| Remote Actions | Set up and access Service Process Studio. See Remote Actions for Vehicles. |
Remotely control vehicle locks, send real-time notifications, and manage telemetry data using Vehicle Signal Specification (VSS) standard definitions. | Make sure to enable Vehicle Connected Services. |
| Funding Workbench | Setup > Vehicle and Asset Finance Settings > Funding Workbench | Manage the end-to-end funding or disbursement workflow with document upload and verification. | — |
| Vehicle Console | Set up and use Vehicle records. See Explore the Vehicle Console in Automotive Cloud. | Get a unified view of vehicle details, assets, milestones, warranties, parts, appointments, claims. | — |
| Asset Console | Set up and use Asset records. See Explore the Asset Console in Automotive Cloud. | Get a unified view of asset cases, work orders, warranties, claims, related assets. | — |
| Finance Console for Automotive | Setup > Feature Settings > Manufacturing > Vehicle and Asset Finance | Get a workspace for loans, leases, transactions, fees, statements, and titles. | — |
| Service Console for Automotive | Setup > Feature Settings > Automotive > Service Console for Automotive | Access a unified console with Service Excellence components for Customer Service Reps. | — |
| Vehicle Inventory Search | Set up Criteria-Based Search and Filter. See Set Up Vehicle Inventory Search in Automotive Cloud. | Experience a card or list based search across multi-location vehicle inventory and transfer actions. | — |
| Vehicle Definition Search | Set up Criteria-Based Search and Filter. See Set Up Vehicle Definition Search in Automotive Cloud. | Search vehicle model specifications, such as during loan or lease rehashing. | — |
| Dealer Search and Dealer Product Search | Set up Criteria-Based Search and Filter. See Set Up Dealer Search in Automotive Cloud. | Find dealerships selling or servicing required vehicles or products by location. | — |
| Service Process Templates | Set up Unified Catalog or Service Process Studio. See Set Up Service Processes. | Access prebuilt processes such as Address Update, Fee Reversal, Payment Deferral, Payment Due Date Modification, Transaction Dispute, Lease Extension, Request Loan Payoff, Request Statement Copies, Update Email or Phone, Funds Transfer, Goodwill Repair, or Recall Inquiry. | Make sure to enable Vehicle and Asset Finance for the Automotive finance templates. |
| Vehicle and Asset Lending | See Set Up Vehicle and Asset Lending for Automotive Cloud. | Get a unified view for managing loan applications, tracking applicant Know Your Customer records, and gauge the creditworthiness of applicants. | — |
| Credit Bureau Record Management | Setup > Lending > Vehicle and Asset Lending | Track party credit profile, accounts, alerts, account activity, and inquiries from credit bureaus. | — |
| Supplier Recovery Claims Management | Setup > Manufacturing > Warranty Lifecycle Management | Manage supplier contracts, sales contract lines, supplier claims and adjudication. | — |
| Analytics for Automotive (CRM Analytics) | See Deploy Analytics for Automotive App. | Access prebuilt dashboards, such as Dealer Performance, Original Equipment Manufacturer (OEM) Performance, OEM Sales, Leads Intelligence, Vehicle Portfolio Insights, and Claims Analysis. | — |
Did this article solve your issue?
Let us know so we can improve!
