Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Salesforce Enforces New Security Requirements in Summer 2026

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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

Subagent: Financial Account Transactions Request

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Subagent: Financial Account Transactions Request

The Financial Account Transactions subagent retrieves all financial account transactions associated with a specific financial account.

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.