Deploy Asset Finance Management for Customers to Experience Cloud Site
Make your Asset Finance Management for Customers agent available to customers directly
on your Experience Cloud site. Configure chat and routing settings to handle incoming inquiries,
and use a deployment to embed the messaging experience for your customers.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Automotive add-on or included in
Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for
Automotive add-on to access the action.
User Permissions Needed
To create and edit a flow:
Manage Flow permission
To customize an Experience Cloud site:
Be a member of the site AND Create and Set Up Experiences
OR
Be a member of the site AND View Setup and Configuration AND be an experience
admin, publisher, or builder in that site
Create a fallback queue to receive any messaging
sessions that the associated flow can’t route. Add Messaging Session as the supported
object and the Routing Configuration that you created previously.
Create an Omni-Channel flow that routes
conversations to your agent. To route conversations for authenticated users, select the
agent created by using the Asset Finance Management for Customers agent template.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.