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Permission Set Licenses for Automotive Cloud
Automotive Cloud users need permission set licenses to interact with settings, workflows, and features. See which permission set licenses apply to different groups of users. Understand what each permission set license offers. All core app users need the Automotive Foundation User permission set license at a minimum. Depending on the user role, determine which other permission set licenses to assign to users. To collaborate with external users, you also need the Experience Cloud permission set licenses.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
These permission set licenses are available when you set up Automotive Cloud. Go to the Company Information page in Setup, and find out which Permission Set Licenses are available in your org.
| Permission Set License Name | Who Needs the License? | What’s Included in the License? |
|---|---|---|
| Automotive Foundation User | Users who work with vehicles, the service console, and who manage stakeholders. | Access to products, assets, vehicles, vehicle definitions, asset account participants, and asset contact participants. You can also access relationship cards and interest tags. This permission set license also includes user permissions for accessing Intelligent Document Automation, Branch Management and Record Association Builder features. This license also provides access to objects which you can use to track products and locations. You need this license along with the Industry Service Excellence permission set license to access Service Console for Automotive. |
| Vehicle Connected Services | Admins and users who manage connected services for vehicles, such as remote actions, remote notifications, and get real-time telematics status and diagnostic data from vehicle sensors. | Access to the predefined service processes for remote action and notification as well as the capabilities related to connected services for vehicles. |
| Vehicle and Asset Lending | Finance managers who track vehicle loan or lease applications, party profile information, and underwriters who are involved in finance decisioning. | Access to all application, party, and proposal related records, discovery framework, compliant data sharing, document checklist, and identity verification and screening features. The Use Vehicle and Asset Lending Underwriter Console permission can be assigned only to underwriters. |
| Vehicle and Asset Lending for Agents | Finance agents who submit vehicle loan or lease applications on behalf of customers. | Access to the Use Vehicle and Asset Lending Agent-Assisted Application permission helps agents to select a financial product and submit details using an intake application form. |
| Vehicle And Asset Lending Edit Read-Only Party Related Records | Users who can override the read-only access to sensitive financial and demographic party information of applicants and can modify the details. | Access to edit Party related records when Read Only is selected on the corresponding Party record and Turn on read only digital lending party related records. |
| Actionable Event Orchestration Designer | Users can design orchestrations that automatically act on inbound vehicle events such as telematics events, diagnostic trouble codes, and critical issues. | Access to objects such as Actionable Event Type, Actionable Event Subtype, Actionable Event Orchestration, and Expression Sets. |
| Actionable Event Orchestration Runtime | Users can run orchestrations that automatically act on inbound vehicle events such as telematics events, diagnostic trouble codes, and critical issues. | Access to objects such as Actionable Event Type, Actionable Event Subtype, Actionable Event Orchestration, and Expression Sets. Users don’t have access |
| Partner Performance Management | Dealers who submit claims and retail delivery reports for sales of parts and vehicles. Also, OEM representatives who approve the reports and claims and use them for downstream processes, such as rebate management, reporting, and analytics. | Access to Rebate Claim and Transaction Journal with automotive-specific fields. To use claims and transaction journals for rebate and incentive management, you need the Rebate Management add-on license. |
| Partner Visit Management | District and territory sales managers who schedule and execute visits to dealer and partner locations. | Access to Generic Visit objects, such as Visit, Generic Visit Task, Generic Visit Task Context, Assessment Indicator Definition, and Generic Visit Key Performance Indicator. You can also access the Partner Visits app. |
| Action Plans | Users who use action plan templates for visit management and to launch action plans with asset milestones, vehicles, and other objects. | Access to Action Plan, Action Plan Template, and Action Plan Template Item objects. |
| Group Membership | Users who manage households and groups in the instance. | Access to Account Contact Relationship, Account Account Relationship, Contact Contact Relationship, Party Role Relationship, and Party Relationship Group objects so that you can manage group and household information. |
| Business Milestones and Life Events Access | Users who create and manage business milestones and life events for person accounts, business accounts, and contacts. | Access to the Events and Milestones component and to the Person Life Event and Business Milestone objects. |
| ARC Access | Users who create and manage Actionable Relationship Center (ARC) relationship graphs in the instance. | Access to the ARC Relationship Graph component and design graphs for Account, Vehicle, and Contact pages. |
| Industries Visit | Users who plan and execute visits. | Access to Generic Visit objects and the Partner Visits app. If you have the Manufacturing Partner Visit Management permission set license, you don’t need this license. If you don’t have the Manufacturing Partner Visit Management permission set license, use the Industries Visit and Action Plans permission set licenses together to access all visit features. |
| Automotive Scheduler | Internal users who schedule test drive and vehicle service appointments, and who set up records for service territories, service resources, work types and work type groups. | Access to all Salesforce Scheduler features in Automotive Cloud. Use this permission set license along with the OmniStudio User |
| Vehicle and Asset Finance | Service agents at captive finance companies who want to track the financial activities of their customers, deliver service, and resolve queries related to loans, leases, and title transfers. | Access to the Finance Console for Automotive app, the predefined components on the Account and Financial Account pages, and objects related to automotive loans and leases, and vehicle titles, |
| Criteria-Based Search and Filter | Admins can create a search experience by choosing which fields users can query on, which fields they view in result display, and more. Internal users can search for vehicles based on multiple criteria across locations. | Access to the Vehicle Searchable Field object which is used as the searchable object for vehicle inventory search configuration. You need this license along with the Automotive Foundation User license to access the Update Vehicle Searchable Field Values Data Processing Engine template. |
| Warranty Lifecycle Management Psl | Users who create warranty terms for assets and products. | Access to the Manufacturing Cloud Warranty Lifecycle Management User permission and access on Assets, Warranty Terms and Supplier Recovery objects. |
| Claims Management Foundation | Users who process and adjudicate partner and supplier recovery claims and establish service standards using warranty term coverages, product fault codes, labor codes and supplier recovery coverages. | Access on all Claim, Warranty, and Supplier Recovery related objects. |
| Partner Lead Management | Users who are involved in sales, track and qualify leads, and manage opportunities. | Access to Lead, Opportunity, Lead Line Item, Lead Preferred Seller, Opportunity Line Item, and Opportunity Preferred Seller objects. |
| Fleet Management | Users who monitor fleets of vehicles and related stakeholders. | Access to Fleet, Fleet Asset, and Fleet Participant objects. |
| Industry Service Excellence | Users who work with Service Console for Automotive and the individual components, such as Identity Verification, Timeline, Record Alerts, Actions and Recommendations, and Audit Trail. | Access to Record Alerts, Audit Trail, Actions and Recommendations, Action Launcher, and Identity Verification. This permission set license also provides internal users access to Decision Explainer features and APIs. You need this license along with the Automotive Foundation User permission set license to access Service Console for Automotive. |
| Context Service Admin | Users who create context definitions and context mappings. | Access to create and customize definitions and mappings. For multiple features in Automotive Cloud such as connected services, vehicle and asset lending, and claims management, you need to create context definitions or access the predefined templates. |
| Context Service Runtime | Users who need read access on context definitions, mappings, nodes, and attributes for various business operations where the context is invoked. | Access to the Context Service Run time user system permission. |
| Product Catalog Management Designer | Users who create product catalogs, rules for product browsing, product classifications and attributes, and use decision matrix or expression sets to create product-based rules. | Access to Actionable Relationship Center, Product Discovery, Product Catalog Management, Discovery Framework Platform User, Industries Interaction Calculation, Decision Matrices, and Expression Sets. |
| Salesforce Pricing Design Time User | Admins and managers who set up pricing procedures for calculating interest rates, amounts, and other calculations. | Access to create, read, and edit all derived pricing objects and features, pricing discovery objects and features, run decision matrix and expression sets, and context service. |
| Stage Management Design User | Admins who set up stage definitions and compliant data sharing for stage-based automatic record transitions. | Access to create stage definitions, transitions, and fulfillment steps. |
| CRM Analytics Plus and Manufacturing Analytics Apps | Admins who create and customize Analytics apps to get business-specific predefined CRM Analytics dashboards. Ensure that the user permissions are assigned to the business users who analyze the business using the dashboards in the Analytics for Automotive template. | Access to the CRM Analytics app template that includes predefined dashboards that visually represent all aspects of your business and make data more meaningful. |
| Manufacturing Sales Agreements Psl | Users who work with sales agreements. | Access to Sales Agreement, Sales Agreement Product, Sales Agreement Schedule, and related objects. |
| Manufacturing Advanced Account Forecast Psl | Users who work with advanced account forecasts. | Access to Advanced Account Forecast Fact, Advanced Account Forecast Set, and related objects. |
| Program Based Business Psl for Manufacturing Cloud | Users who work with program-based business. | Access to Manufacturing Program, Manufacturing Program Forecast Fact, and related objects. |
| Manufacturing Account Manager Targets Psl | Users who work with account-based targets. | Access to Account Manager Target, Account Manager Target Distribution, and related objects. |
| Service Lightning Knowledge Manager | Users who create, publish, and manage Salesforce Knowledge articles. | Access to Archive Articles, Manage Knowledge Article Import/Export, Manage Salesforce Knowledge, Publish Articles Share internal Knowledge articles externally, and edit and publish articles. |
| Omnistudio Admin and Omnistudio User | Admins and users who work with Omniscripts, Dataraptors, Integration Procedures, and Flexcards. | Access to all objects that help your admins configure processes and users work with OmniStudio tools. |
| Data Pipelines Base User | Users who create and run Data Processing Engine definitions (DPEs). | Access to datasets, recipes, and dataflows that are required to run DPEs. |
| Business Rules Engine Designer | Users who manage and calculate processes by using Business Rules Engine. | Access to all objects that help your users work with Business Rules Engine. |
| Business Rules Engine Runtime | Users who run operations based on Business Rules Engine. | Access to read all objects that help your users work with Business Rules Engine. |
| ContextService Admin Psl | Users who need to set up context tags and context definitions. | Access to create, read, update, and delete all Context Service objects and the access to use context definitions in expression sets ad business rules engine. |
| ContextService Runtime Psl | Users who need to work with predefined contexts. | Access to read all Context Service objects. |
See Experience Cloud Licenses for Automotive to learn about the permission set licenses you can assign to external users such as partners and customers.
