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Automotive Cloud
Learn and Explore
- Map Your Business Requirements with Features
- Roles and Responsibilities
- Data Model
- Trial Org Signup
Configure General Settings
- Set Up Features and Permissions
- Customize Page Layouts
- Set Up Experience Cloud Sites
- Set Up Einstein
  - Embedded AI
  - Prompt Templates
- Set Up Data Cloud
- Set Up Additional Features
- Automate Your Business Processes
- Prebuilt Apps
Discover and Set Up Automotive Cloud Features With Salesforce Go
- Configure Automotive Features
- Manage Automotive Features and Feature Sets
Agentforce for Automotive Cloud
- Agent Templates
- Agentforce for Asset Finance Management
- Agentforce for Asset Finance Management for Customers
- Agentforce for Asset Service Management
- Agentforce for Automotive Sales Concierge
- Agentforce for Automotive Sales Concierge for Partners
- Agentforce for Automotive Warranty Claims Assistance
- Agentforce for Automotive Warranty Claims Assistance for Partners
- Agentforce for Channel Revenue Management
- Agentforce for Collections and Recovery Assistance
- Agentforce for Industries Customer Engagement
- Agentforce for Inventory Management
- Agentforce for Sales Planning
Organize Your Product Portfolio
- How Product Information Is Represented In Automotive Cloud
- Create Catalogs and Categories in Automotive Cloud
- Product Bundles and Design Attributes in Automotive Cloud
- Create Business Brands in Automotive Cloud
- Create Products for Vehicle Models in Automotive Cloud
- Create Products for Parts and Accessories in Automotive Cloud
- Create Vehicle Definitions in Automotive Cloud
- Create Product Related Materials in Automotive Cloud
- Add Components to Product Bundles in Automotive Cloud
Manage Stakeholder Relationships
- How Groups of People Are Represented in Automotive Cloud
- Groups and Households in Automotive Cloud
- Create Internal Organizational Units in Automotive Cloud
- Create Business Profiles in Automotive Cloud
- Create Suppliers in Automotive Cloud
- Create Asset Account Participants in Automotive Cloud
- Create Asset Contact Participants in Automotive Cloud
Manage Leads and Opportunities
- Capture Granular Details About Automotive Leads
- Convert Leads Into Opportunities and Distribute with Dealers
- Lead and Opportunity Conversion Predictions by Using Scoring Framework
  - Create a CRM Analytics Template Configuration
    - Input Features to Get Lead Score Predictions
    - Input Features to Get Opportunity Score Predictions
  - CRM Analytics App Assets
Manage Vehicle Connected Services
- What Are Connected Vehicles in Automotive Cloud?
- Usage-Based Entitlements for Connected Vehicles in Automotive Cloud
- Actionable Event Orchestration for Vehicles
- Real-Time Telemetry for Vehicles
  - Omnistudio Components For Vehicle Status
  - Set Up Real-Time Status Check of Vehicles
- Remote Actions for Vehicles
- Eligibility Rules for Vehicle Remote Actions and Notifications
- Predictive Maintenance with Qualcomm Car to Cloud in Automotive Cloud
Manage Vehicles, Assets, and Fleets
- How Assets and Vehicles Are Related in Automotive Cloud
- Create Assets to Model Vehicles and Parts
- Explore the Asset Console in Automotive Cloud
- Explore the Vehicle Console in Automotive Cloud
- Manage Fleets in Automotive Cloud
- Use Data Processing Engines to Create Records
Manage Vehicle Loans and Leases
- Roles and Responsibilities of Key Personas in Automotive Finance
- Streamline Vehicle and Asset Lending
- Manage Credit Bureau Data in Automotive Cloud
  - How Credit Bureau Information is Represented in Automotive Cloud
  - Permissions and Features for Credit Bureau Records
Connect with the Finance Console
- How Financial Records Work Together in Automotive Cloud
- Set Up the Finance Console
- Create Financial Accounts in Automotive Cloud
- Add Participants to Financial Accounts in Automotive Cloud
- Track Payments and Transactions for Financial Accounts in Automotive...
- Track Fees and Charges for Financial Accounts in Automotive Cloud
- Track Vehicles Related to Financial Accounts in Automotive Cloud
- Manage Vehicle Titles and Related Participants in Automotive Cloud
- Customer and Financial Account Consoles in Automotive Cloud
  - Explore the Account Page in the Finance Console for Automotive App
  - Explore the Financial Account Page in the Finance Console for...
Schedule Test Drives and Service Appointments
- How Automotive Scheduler Records Work Together in Automotive Cloud
- Set Up Appointment Scheduling
- Manage Test Drive Appointments in Automotive Cloud
  - Schedule Test Drives for Your Prospects as an Internal User
  - Schedule Test Drives for Your Prospects as a Partner User
- Manage Vehicle Service Appointments in Automotive Cloud
Set Up Service Processes
- Automotive Finance
  - Service Process Automation with Unified Catalog
  - Service Process Automation with Service Process Studio
- Automotive Foundation
  - Goodwill Repair
    - Customize the Goodwill Repair Flow for Dealers
- Product Service Campaign Management
  - Recall Inquiry
- Automotive Service Processes Solution
  - Get Started with Automotive Service Processes
  - Features and Predefined Components of Automotive Service Processes
Manage Vehicles and Dealers
- How Are Inventory Records Represented in Automotive Cloud
- Set Up Vehicle Inventory Search
- Set Up Vehicle Definition Search
- Set Up Dealer Search
- Manage Products and Locations in Automotive Cloud
- Get Visibility Into Your Vehicle Inventory in Automotive Cloud
  - Search for and Transfer Vehicles in Automotive Cloud
  - Transfer Vehicles to a Dealership to Meet Customer Demand
Monitor Dealer Performance
- Manage Dealer Sales Reports and Claims
- Evaluate Dealer Performance with Visits and Assessments
- Track Branch Performance
  - Create Branch Units and Branch Unit Business Members in Automotive...
  - Associate Records with Dealer Branches in Automotive Cloud
- Strengthen Dealer Relationships with Improved Sales and Operations
Manage Warranties and Claims
- Warranty Lifecycle Management in Automotive Cloud
- Define Service Standards in Automotive Cloud
- Track Dealer Claims in Automotive Cloud
- Adjudicate Dealer Claims in Automotive Cloud
- Manage Supplier Recovery in Automotive Cloud
Manage Appraisals for Vehicles
- How Appraisal Management Records Work Together
- Set Up Appraisal Management
- Create Appraisals
- Create Appraisal Items
- Add or Modify Appraisal Add-Ons
- Adjust Appraisals and Appraisal Items
Connect with the Service Console
- Take a Tour of the Service Console for Automotive
- Set Up the Service Console
- Respond to Callers with the Service Console for Automotive
- Work with the Service Console Components in Automotive Cloud
- Generate Prework Estimates and Create Orders in Automotive Cloud
Work with Analytics
- Deploy Analytics for Automotive
- Dealer Performance
- Original Equipment Manufacturer Performance
- Original Equipment Manufacturer Sales
- Leads Intelligence
- Vehicle Portfolio Insights
- Claims Analysis for Warranty Lifecycle Management Home Page
- Claims Analysis for Claims Page
Automotive Cloud for Dealer

Prepare Your Org

You are here:

Prepare Your Org

Before you get started with Asset Finance Management for Customers, configure your org with the required licenses, prepare your data records and set up required features to use this 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.

Make sure your org is provisioned with these licenses.

AutomotiveFoundationAddOn
AutomotiveFoundationForExprcCloudAddOn
EinsteinForAutomotiveAddOn
IndustriesServiceExcellenceAddOn
VehicleAndAssetFinanceFoundationAddOn
OmnistudioDesignerAddOn
BusinessRulesDesignerAddon
OmnistudioRuntimeAddOn
UnifiedCatalogAddOn
UniversalCreditMetering
AgentforceServiceAgentAddOn

Make sure these features are enabled.

Setup> Feature Settings> Automotive Settings> Automotive
Setup> Feature Settings> Automotive Generative AI
Setup> Feature Settings> Automotive Generative AI> Automotive Agents
Setup> Feature Settings> Automotive Generative AI> Automotive Service Agents
Setup> Feature Settings> Manufacturing> Vehicle and Asset Finance
Setup> Feature Settings> Omnistudio Settings> Omnistudio Metadata

For details about the customer data and Salesforce objects used in the template's actions, see Agents and Data Usage.

Enable person accounts.
Set up Financial Account records.
Set up Financial Account Party records linked to the corresponding person account and financial account records.
Make sure to set the Financial Account Party record’s role field as Owner.

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