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            Set Up Finance Console in Automotive Cloud

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            Set Up Finance Console in Automotive Cloud

            Configure settings that allow your service representatives to effectively use the Finance Console for Automotive app. Create actionable relationship center graphs from templates and add them to the Account and Financial Account pages. To enhance the productivity of the service reps, customize the page layouts and add additional components. To determine the type of information displayed in the console, customize the Omnistudio components. Bring in finance data from external systems.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            • Create Relationship Graphs to Visualize Captive Finance Information
              Create actionable relationship center graphs from easy-to-use templates, and add them to the Financial Account and Account pages in the Finance Console for Automotive app. Users can easily visualize the relationship between different records on a graph, take quick actions on each record, and traverse the different nodes to get granular details.
            • Configure Additional Components in the Finance Console for Automotive
              Improve the experience of service representatives and finance managers by customizing the page layouts in the Finance Console for Automotive app. The Account and Financial Account pages in the console come with default tabs and components that display important information about the financial activities of your customer. But you can add other components to allow greater visibility to your users.
            • Store Your Captive Finance Customers’ Communication Preferences
              Store and manage a captive finance customer’s communication preferences for each loan or lease account. Create Communication Subscription Consent records to store the customer’s consent for specific communication channels for specific financial accounts. You can store when and how a customer wants to engage, and the data use purpose such as marketing outreach, payment reminders, or fraud alerts.
            • Import Captive Finance Data From External Systems
              Use mechanisms such as the Data Loader or Bulk API to bring in financial data into Automotive Cloud. Captive finance companies handle large volumes of data related to transactions, billing statements, fees and charges, and balances. You don’t need to manually recreate this data in the Finance Console for Automotive app. You can use CSV files to prepare the data and import via Data Loader.
             
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