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            Prepare Your Org

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Prepare Your Org

            Before you get started with Automotive Warranty Claims Assistance for Partners, 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
            • WarrantyLifecycleManagementAddon
            • WarrantyLifecycleManagementForExperienceCloudAddOn
            • EinsteinForAutomotiveAddOn
            • 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 Service Agents
            • Setup> Feature Settings> Manufacturing> Warranty Lifecycle Management

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

            1. Set up asset records.
            2. Set up warranty term records.
            3. Set up asset warranty records to associate the warranty terms and assets.
            4. Set up warranty term coverages.
              Make sure to associate the non-serializable products to the warranty term coverages, if any.
            5. Set up Claim, Claim Item, Claim Coverage, and Claim Coverage Payment Detail records.
            6. Configure field-level security for the Participant Account field on the Claim Participant object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Claim Participant, and then select Claim Participant.
              3. Select Fields & Relationships.
              4. Select Participant Account, and click Set Field-Level Security.
              5. Select Visible for the profiles.
              6. Save your changes.
            7. Set up Warranty Management Lifecycle in Automotive Cloud.
             
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