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          Associate Business Profiles with Service Territories in Automotive Cloud

          Associate Business Profiles with Service Territories in Automotive Cloud

          Link a dealer’s business profile to a service territory so that you can track the dealer’s location. The scheduling flow in Automotive Cloud identifies the business profile related to a dealer account when a user from that dealership schedules a test drive or a vehicle service appointment from the Experience Cloud site. Depending on the dealer’s service territory related to their business profile, the scheduling flow automatically detects the dealer’s location and shows only the relevant resources and time slots for that territory.

          Required Editions

          Available in: Enterprise, Unlimited, and Developer Editions.
          User Permissions Needed
          To select service territory for a business profile: Create access on Service Territory and Business Profile

          Before you get started, create a business profile for a dealer account, and make sure your admin has added the Service Territory field on the Business Profile record page.

          1. From the App Launcher, find and select Business Profiles.
          2. Open a business profile record and go to Details.
          3. For Service Territory, search for and select the name of the territory where the dealer operates from.
          4. Click Save.
           
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