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            Assign Permission Set Licenses to Automotive Cloud Users

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            Assign Permission Set Licenses to Automotive Cloud Users

            Assign permission sets to manage users’ access to objects, fields, and the apps. With permission set licenses, you can give users access to features beyond those included in their basic user licenses. Permission sets only grant access, they can’t take it away. You can assign multiple permission sets to a user.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To assign permission sets to users: Manage Users
            • Review the Permission Set Licenses for Automotive Cloud topic to understand what each permission set license offers.
            • To see what permission set licenses are available, go to Company Settings in Setup and click Company Information.
              Note
              Note The permission sets available to you depend in part on which features are included in your Salesforce contract.
            Use Case Permission Set Licenses to Enable
            Manage the vehicle lifecycle and its related components Automotive Foundation User, ARC Access, Business Milestones and Life Events Access, Group Membership, Omnistudio, Action Plans
            Manage the sales lifecycle and lead qualification process Automotive Foundation User, Partner Lead Management
            Manage connected services for vehicles Automotive Foundation User, Vehicle Connected Services, Actionable Event Orchestration Designer, Actionable Event Orchestration Runtime, Service Process Studio, Context Service Runtime, Context Service Admin, MuleSoft Anypoint Platform, Omnistudio, Omnistudio User, Business Rules Engine Designer, Business Rules Engine Runtime
            Manage captive finance information and use the Finance Console for Automotive app Automotive Foundation User, Vehicle and Asset Finance, Industry Service Excellence
            Access the service console and manage service processes Automotive Foundation User, Industry Service Excellence, Omnistudio, Service Lightning Knowledge Manager
            Use visit management capabilities Automotive Foundation User, Partner Visit Management, Action Plans, Industries Visit
            Schedule appointments for test drives and vehicle services as an internal user Automotive Foundation User, Automotive Scheduler, OmniStudio User
            Assigne an internal user as a service resource in test drives and vehicle service appointments Automotive Foundation User, Salesforce Scheduler
            Configure vehicle inventory search and manage the DPE definition for Criteria-Based Search and Filter Automotive Foundation User, Criteria-Based Search and Filter, Data Pipelines Add On User Settings, Data Pipelines Base User
            Inventory managers or sales managers can use vehicle inventory search capabilities Automotive Foundation User, Criteria-Based Search and Filter
            Define warranty eligibility standards, supplier recovery terms, and adjudicate warranty and supplier recovery claims Automotive Foundation User, Warranty Lifecycle Management Psl, Claims Management Foundation, Rules Engine Designer, Rules Engine Runtime, Context Service Admin, Context Service Runtime
            Create fleets and associated records Automotive Foundation User, Fleet Management
            Use Automotive Cloud features as external users Automotive Foundation for Experience Cloud, Automotive Scheduler for Experience Cloud, Business Milestones and Life Events Access, OmniStudio Runtime for Communities, Partner Performance Management for Experience Cloud, Partner Lead Management for Experience Cloud, Partner Visit Management for Experience Cloud, Warranty Management For Experience Cloud, Warranty Supplier Recovery for Experience Cloud, Criteria Based Search and Filter for Experience Cloud, Group Membership, Vehicle and Asset Lending for Partners, Vehicle and Asset Lending for Customers, Vehicle and Asset Finance Foundation for Experience Cloud, Fleet Management for Experience Cloud, ARC Access, Action Plans
            Configure prompt templates and Einstein Summary for Automotive Automotive Foundation User, Prompt Template Manager, Data Cloud admin permissions for Data Cloud–grounded templates
            Configure Data Cloud and the Automotive Data Kit Automotive Cloud Foundation User, Data Cloud Admin
            View Data Cloud visualization flexcards on Vehicle, Asset, and Account pages Data Cloud Metrics Visualization, Automotive Foundation User, Omnistudio User
            Configure Branch Management and Record Association Builder Cloned Automotive Foundation User with "User license to access Branch Management in Financial Services Cloud"
            Configure or use Compliant Data Sharing Configure Compliant Data Sharing system permission, User Compliant Data Sharing system permission
            Use Vehicle and Asset Lending See Permissions for Vehicle and Asset Lending.
            Use AI-Powered Document Validation for lending Vehicle and Asset Lending, Document Checklist Item, Data Cloud Architect, Prompt Template Manager
            Use credit bureau records See Permissions for Credit Bureau Records.
            Set up & use Service Process Studio service processes for Automotive Finance Industries Service Process, Industry Service Excellence, Omnistudio User, Omnistudio Admin, Document Checklist, Business Rules Engine, Vehicle And Asset Finance Foundation. See Service Process Automation with Service Process Studio.
            Use Unified Catalog for service process configuration Unified Catalog Admin, Context Service Admin, Unified Catalog Agent, Context Service Runtime, Product Catalog Management Viewer, Product Discovery User
            Set up & use service processes for Automotive foundation See Automotive Foundation.
            Set up & use service processes for Product Service Campaign Management See Product Service Campaign Management.
            Configure Telemetry Definition and Action Management Automotive Foundation User, Context Service Admin, Context Service Runtime, Industry Service Excellence, Omnistudio Admin, Product Catalog Management Designer, Telemetry Definition and Action Management Designer, Unified Catalog Admin, Vehicle Connected Services
            Use Telemetry Definition and Action Management at runtime Automotive Foundation User, Context Service Runtime, Industry Service Excellence, Vehicle Connected Services
            Design Actionable Event Orchestrations Automotive Foundation User, Actionable Event Orchestration Designer, Context Service Admin, Rule Engine Designer
            Run Actionable Event Orchestrations Automotive Foundation User, Actionable Event Orchestration Runtime, Context Service Runtime, Rule Engine Runtime
            Use Criteria-Based Search and Filter for Vehicle, Vehicle Definition, Dealer, and Dealer Product Search Automotive Foundation User, Criteria-Based Search and Filter, Criteria Based Search and Filter for Experience Cloud
            Configure Automotive Scheduler for appointment scheduliing Automotive Foundation User, Automotive Scheduler, OmniStudio User
            List a service technician or rep as a service resource on appointments Automotive Foundation User, Salesforce Scheduler (with "Let a user be included in appointments in Salesforce Scheduler")
            Schedule appointments from an Experience Cloud site Automotive Foundation for Experience Cloud, Automotive Scheduler for Experience Cloud, OmniStudio Runtime for Communities
            Use Appraisal Management Automotive Foundation User (with "Manage Appraisals and Valuations" permission)
            Customize Appraisal Management Omnistudio components Omnistudio Admin
            Manage warranty terms, claims, and code sets Warranty Lifecycle Management Psl, Claims Management Foundation
            Use the Service Console for Automotive Automotive Foundation User, Industry Service Excellence, Omnistudio, Service Lightning Knowledge Manager
            Use Audit Trail to inspect identity verification logs Industry Service Excellence
            Configure & use Funding Workbench Vehicle and Asset Lending, Stage Management User
            Configure & use Funding Workbench for partners Vehicle and Asset Lending for Partners (cloned, with "Use Funding Workbench for Automotive Finance as Partner user"), Document Checklist, Automotive Foundation for Experience Cloud, Omnistudio User, Industries Assessment
            Use Manufacturing-derived sales programs in Automotive Manufacturing Sales Agreements Psl, Manufacturing Advanced Account Forecast Psl, Manufacturing Account Manager Targets Psl, Program Based Business Psl for Manufacturing Cloud
            Use Industries Visit Industries Visit, Action Plans
            Use Discovery Framework and Dynamic Assessments Automotive Foundation User, Manage Appraisals and Valuations
            Configure or use Stage Management Stage Management Design User, Stage Management User
            Configure & use Agentforce Assign the permission sets for each template. See Agentforce for Automotive Cloud.
            Schedule appointments from Automotive Cloud for Dealer Experience Cloud Automotive Scheduler for Experience Cloud (with "Use Scheduler in Experience Cloud for Automotive")
            Use Partner Lead Management on Automotive Cloud for Dealer Experience Cloud Partner Lead Management for Experience Cloud (with "Use Partner Lead Management Features in Experience Cloud")
            Use Fleet Management on Automotive Cloud Fleet Management, Fleet Management for Experience Cloud (with "Use Fleet Management Features in Experience Cloud")
            1. To assign the required permission set licenses to all your Automotive Cloud users, follow these steps.
              1. From Setup, enter Users in the Quick Find box, then select Users.
              2. Click the name of the user to whom you want to assign the permission set license.
              3. In the Permission Set License Assignments related list, click Edit Assignments.
              4. Select Enabled for the permission set licenses you want to assign to the user.
              5. Click Save.
            2. Assign permission sets to users based on the features they work with.
              1. From Setup, search for and then select Permission Sets.
              2. Select the permission set that you want to assign to Users.
              3. Click Manage Assignments.
              4. Click Add Assignments.
              5. Select the checkboxes next to the user records, and click Assign.
              6. Click Done.
             
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