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Configure User Permissions for Asset Finance Management for Customers
Assign the required permissions to users for enabling the Asset Finance Management for Customers agent.
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 assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
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Assign permission set licenses.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select the Einstein Service Agent user.
- In the Permission Set Assignments related list, click Edit Assignments.
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Under Available Permission Sets, select Automotive Foundation User, Einstein
for Automotive, Industry Service Excellence, Vehicle and Asset Finance Foundation, Vehicle
and Asset Finance Foundation for Experience Cloud permission sets for the logged
in user, such as the partner or customer community plus user, and then click
Add.
Add the Asset Finance Service Agent permission set instead of the Vehicle and Asset Finance Foundation for Experience Cloud permission set for the users who are not logged in, such as guest users.
- Save your changes.
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Assign object permissions.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Select the Einstein Agent User profile that you're editing, and click Edit.
- Confirm the assigned user license is Einstein Agent and that the assigned profile is Einstein Agent User.
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Under Standard Object Permissions, locate these objects and assign the Read, Create,
Edit, and View All Records permissions.
- Financial Account
- Financial Account Party
- Financial Account Transaction
- Financial Account Balance
- Fund Transfer Request
- Case
- Account
- Contact
- Address
- Service Catalog Request
- Service Catalog Item Dependency
- Expression Set (Required only for the Fee Reversal service process)
- Dispute
- Dispute Item
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Locate these objects and assign the Read and View All Records permissions.
- Omni Process
- Omni Data Transform
- Omni Data Transformation Items
- Omni Process Elements
- Dispute Reason
- Async Request Response Event
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Enable sharing settings.
- In Setup, search for and select Sharing Settings.
- Click Edit.
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Enable Sharing of these entities for the Einstein User or the Community User.
See Sharing Rules.
- Financial Account
- Financial Account Party
- Financial Account Transaction
- Financial Account Balance
- Fund Transfer Request
- Omni Process
- Omni Data Transform
- Case
- Account
- Contact
- Service Catalog Request
- Expression Set (Required only for the Fee Reversal service process)
- Dispute
- Dispute Item
- Dispute Reason
- Public Complaint
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