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Set Up Additional Features in Automotive Cloud
Automotive Cloud includes features to help you extend your business operations and scale up your operations. Some features are configured in Setup, others in the app, and some require integration with external systems. Make the most of features like Events and Milestones, Timeline, Actionable Relationship Center, Interest Tags, Relationship Cards, and Record Alerts to enhance your automotive business. Implement the features you need based on your business requirements.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
- Common Components Supported in Automotive Cloud
Use the Lightning App Builder to add components to record pages in Automotive Cloud. Use the Experience Cloud Builder to add components to pages after you create an Experience Cloud site using the Automotive template. Review the list of components supported for internal and external users. - Configure Action Launcher in Automotive Cloud
Sales agents, service agents, and other users can find and execute actions by using the Action Launcher in Automotive Cloud. For example, schedule periodic vehicle checkups or update cases by launching Flow actions, Omniscript actions, or Quick actions. Add the Action Launcher in the Financial Console for Automotive, Service Console for Automotive, and other lightning pages. - Design Action Plans in Automotive Cloud
Capture tasks for business processes with action plans. Automate the sequences of repeatable tasks in action plan templates. Enhance collaboration and productivity by automatically assigning owners and deadlines to tasks. Perform specific client engagement through regular check-ups, business milestones, and sales promotion tasks. - Design Actionable Member Segments in Automotive Cloud
Empower agents to proactively engage with prospective customers and dealer partners, and exceed your business goals. Curate a prioritized list of similar prospects to design personalized, timely engagement initiatives. Agents can seamlessly engage with prospects and customers with meaningful guidance. - Configure Actionable Relationship Center Graphs for Automotive Cloud
Help users understand the relationship between people and vehicles with Actionable Relationship Center (ARC) graphs. Build custom ARC graphs to connect objects that show related information such as households, visits and vehicles associated to an account. Add the ARC Relationship Graph component to Vehicle or Account pages to let your users engage with the records. Customize card names, display fields, and object and record actions so your users can easily navigate and interact with records during customer engagements. - Asset Interactive Hierarchy in Automotive Cloud
Easily track the hierarchies of components in assets, such as vehicle spare parts and accessories, in a tree-like graph by using Asset Interactive Hierarchy. Service managers and technicians can identify the relationships between an asset and its child assets, and monitor the asset's details across its lifecycle. They can also quickly replace and relocate assets. Users can use the Asset Interactive View on desktop or the Salesforce Field Service mobile app. - Configure Branch Management for Automotive Cloud
Track the performance and productivity of users in your company who operate out of different branches. For example, service agents or service technicians tied to specific customer locations, inventory managers or sales managers across various departments, and finance teams operating from specific branches. Model all users in your company as User records in your org, and set up multiple branches and associate users to the branch units. Add the Branch Selector utility app to the Automotive app so that users can select the branch they’re assigned to, and the leads and accounts they work with get automatically associated with their branch. - Collections and Recovery in Automotive Cloud
Captive finance or banking organizations can use Collections and Recovery to streamline loan and lease collection processes. Preserve positive customer relationships and reduce operational costs by minimizing delinquencies. - Complaints Management in Automotive Cloud
Users at Automotive companies can monitor public complaints concerning vehicles, assets, financial accounts, and other customer products. Use the Reference Record field on the Public Complaint object to relate the complaint information to these objects. Track key information such as complaint type, incident date, status, and priority. - Compliant Data Sharing for Automotive Cloud
The Compliant Data Sharing feature lets admins and compliance managers configure advanced data sharing rules, so that they can improve compliance with regulations and company policies for automotive operations. They can control and monitor what data gets shared with whom, without writing complex code. - Cross-Object Field History in Automotive Cloud
Track key updates made to records across multiple related objects in a single view. Improve the auditability of record changes and effortlessly view changes other users made to related records, especially for complex data models. For example, underwriters in automotive finance companies can track changes made to loan applications during the intake process or applicants' Know Your Customer (KYC) information for risk assessment and identity verification. - Import Data From CSV Files in Automotive Cloud
Rapidly input large amounts of data into Automotive Cloud by preparing CSV files and importing them into Salesforce. Users can convert data from different sources or formats into a standardized structure which helps in data transformation and normalization. You can now import large amounts of data into standard and custom objects with minimal error and reduced time for data entry. - Disclosures and Consent Management in Automotive Cloud
Manage consent documents for data collection and disclosure statements about the sharing of sensitive customer data by using Intelligent Document Automation features in Automotive Cloud. Ensure regulatory compliance and transparency while handling sensitive customer information regarding vehicle purchases and consent for telematics data usage. Effectively manage disclosure documents related to regional compliance authorities to enhance customer trust and operational efficiency. - Discovery Framework in Automotive Cloud
With the Discovery Framework, create digital forms to collect and validate data and avoid time-consuming and error-prone manual methods. Use the Discovery Framework data model and Omnistudio to enable users to create digital forms and manage every aspect of questionnaire-driven data collection in compliance with company policies. - Configure Events and Milestones for Automotive Cloud
The Events and Milestones component shows information about financial account milestones, asset milestones, life events, or business milestones for a Financial Account, Vehicle, Contact, or Account record respectively. Use the captured information to initiate follow-up actions, business processes, and reports. - Set Up Geo Countries for Automotive Cloud
Create Geo Country and Geo State records to model the countries and states where vehicles are registered or sold. Vehicle definitions are associated with geocountries because the make and model specifications can vary by country. Asset titles are associated to geo states because a vehicle is officially registered in a state. - Configure Intelligent Document Reader for Automotive Cloud
Configure Intelligent Document Reader that uses Amazon Textract for optical character recognition. You can upload documents in the JPG, JPEG, PNG, or PDF format and create document type templates that determine the type of information that’s extracted from a file and the objects where the extracted information is stored. For example, you can upload a prospect’s driver license, create a document type template for identity documents, and map the extracted information to Lead records. Or, create a document type template for invoices, upload a warranty claim invoice, and verify the extracted data against Warranty Term records in your org. - Configure Interest Tags for Automotive Cloud
Capture your customer’s interests and preferences with interest tags. Ensure that everyone in your company uses a common interest tag dictionary and records are consistently tagged with terms from that global repository. Add the Interest Tags component to Lead, Opportunity, or Vehicle pages so that users working on these pages can easily add the relevant tags to a record during customer interactions. - Inventory Count in Automotive Cloud
Get an accurate, reliable picture of your vehicle spare part and accessory inventory, and compare your system and physical stocks easily by using Inventory Count. Inventory managers can schedule cycle and ad hoc counts for different inventory locations. They can specify products to be counted and assign inventory auditors to perform counts. Inventory auditors can efficiently capture count details at inventory locations by using the Salesforce Field Service app. Inventory managers can monitor count progress, count details captured by auditors, and other details. - Inventory Replenishment in Automotive Cloud
Avoid inventory stockouts and make your inventory processes more predictable by using Inventory Replenishment. Inventory managers and service managers can design replenishment policies to describe how products are restocked when they reach specified quantities, where they're restocked from, and by how much they're restocked. Reduce the need for manual inventory checks by periodically running a replenishment process to automatically replenish products based on their applicable inventory replenishment policies. - Vehicle Parts Search And Transfer in Automotive Cloud
Streamline inventory operations and fulfill customer demand by using Inventory Search and Transfer. Inventory and service managers can use inventory search to find and track spare parts, accessories, and other assets across locations based on their model year, manufacturer name, inventory location type, and other attributes. - Outcome Management in Automotive Cloud
Define, track, measure, and evaluate your company's strategies by using Outcome Management, an impact measurement tool. For example, automotive manufacturers can manage actionable outcomes for programs where they collaborate with suppliers on component production for vehicle model and variant introductions. Describe program and outcome indicators, such as sales quantities, market share percent, and expected profit percent, to make your activities more data-driven and actionable. Set time-bound targets and baseline values for indicator performance, and collect actual result values across specific time periods. Organize related outcomes to reflect high-level company strategies. - Product Service Campaigns in Automotive Cloud
Service managers at automotive manufacturing companies can improve customer retention, ensure customer safety, and enhance service delivery by using product service campaigns. Address issues in a large number of products, such as vehicles in disrepair, defective vehicle parts, and assets eligible for upgrades. Service reps can monitor and track the necessary services, perform outreach activities, and make sure that all actions are completed. - Program and Case Management in Automotive Cloud
Manage your company's programs, enhance service delivery, and process public complaints with purpose-built tools and automation workflows. Track your company's programs, such as dealer product trainings and supplier product trainings, and manage program participation and benefit disbursement by using Program Management. Process support referral requests and connect individuals with the relevant support services, such as Corporate Social Responsibility services, by using Case Referral Intake. Streamline how your company responds to public concerns, such as vehicle faults and customer service issues, by using Complaint Management and Incident Tracking. - Configure Record Alerts for Automotive Cloud
Help users take note of record changes with timely notifications. You can create record alerts manually in your org but it’s more likely that you create record alerts via integration techniques with external systems. - Configure Record Association Builder for Automotive Cloud
Define rules and criteria for automatically assigning records to branch units in your company. The Record Association Builder works with Branch Management seamlessly. You can define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them. - Configure Relationship Cards for Automotive Cloud
Use Relationship Cards to show key information about stakeholders related to a vehicle’s lifecycle. After identifying the information that your users refer to, use the card setup flow to configure the relationship cards, and then add the cards to the desired page layouts. - Sample Management in Automotive Cloud
Sample Management provides a centralized framework to automate the end-to-end lifecycle of product sampling, from the initial customer request to final evaluation. - Service Parts Return in Automotive Cloud
Easily request the return of damaged vehicle parts during a service appointment by using Service Parts Return. - Configure Service Process Studio in Automotive Cloud
Use Service Process Studio to create a process for your customer service operations. Customer service representative (CSRs) can launch a service process to work on customer service operations through their entire lifecycle, from request intake to fulfillment. - Stage Management in Automotive Cloud
Manage the stages in your automotive business workflows, such as vehicle and asset lending application and case resolution processes. Define the stages in complex workflows, control the tasks to be completed and the criteria to be met for stage transitions, and define desired sequences for stage movements. You can authorize specific users or queues to perform stage transitions, and define automation processes for stage transitions, such as Omniscripts, autolaunched flows, integration definitions, and screen flows. - Configure Timelines for Automotive Cloud
Track key events and activities related to a vehicle with the Timeline component on a Vehicle record page. A user can get information about upcoming, past, and current activities related to a vehicle from one timeline. Timeline eliminates the necessity of searching for information in multiple places by showing a vehicle’s entire activity history in one place. Customize the timeline as per your company’s requirements and ensure that each user finds the most relevant and useful information. - Unified Catalog
Centralize product and service data by using catalogs and categories. Set up Automotive finance service processes using prebuilt templates and efficiently use Omniscript-based guided flows and intake forms to keep your financial data updated. Service reps can reduce turnaround time and personalize experiences for customers using this feature. - Set Up Units of Measure for Automotive Cloud
Configure units of measure to specify the predefined unit for quantity, distance, or weight specifications. - Work Order Estimation in Automotive Cloud
Streamline the process of generating work orders and estimating field service work by using Work Order Estimation. Service reps can efficiently assess costs and provide reliable quotes before they start a service. Price and approve your proposals to automatically generate work orders from the quotes that you provide.
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