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Automotive Cloud
Learn and Explore
- Map Your Business Requirements with Features
- Roles and Responsibilities
- Data Model
- Trial Org Signup
Configure General Settings
- Set Up Features and Permissions
- Customize Page Layouts
- Set Up Experience Cloud Sites
- Set Up Einstein
  - Embedded AI
  - Prompt Templates
- Set Up Data Cloud
- Set Up Additional Features
- Automate Your Business Processes
- Prebuilt Apps
Discover and Set Up Automotive Cloud Features With Salesforce Go
- Configure Automotive Features
- Manage Automotive Features and Feature Sets
Agentforce for Automotive Cloud
- Agent Templates
- Agentforce for Asset Finance Management
- Agentforce for Asset Finance Management for Customers
- Agentforce for Asset Service Management
- Agentforce for Automotive Sales Concierge
- Agentforce for Automotive Sales Concierge for Partners
- Agentforce for Automotive Warranty Claims Assistance
- Agentforce for Automotive Warranty Claims Assistance for Partners
- Agentforce for Channel Revenue Management
- Agentforce for Collections and Recovery Assistance
- Agentforce for Industries Customer Engagement
- Agentforce for Inventory Management
- Agentforce for Sales Planning
Organize Your Product Portfolio
- How Product Information Is Represented In Automotive Cloud
- Create Catalogs and Categories in Automotive Cloud
- Product Bundles and Design Attributes in Automotive Cloud
- Create Business Brands in Automotive Cloud
- Create Products for Vehicle Models in Automotive Cloud
- Create Products for Parts and Accessories in Automotive Cloud
- Create Vehicle Definitions in Automotive Cloud
- Create Product Related Materials in Automotive Cloud
- Add Components to Product Bundles in Automotive Cloud
Manage Stakeholder Relationships
- How Groups of People Are Represented in Automotive Cloud
- Groups and Households in Automotive Cloud
- Create Internal Organizational Units in Automotive Cloud
- Create Business Profiles in Automotive Cloud
- Create Suppliers in Automotive Cloud
- Create Asset Account Participants in Automotive Cloud
- Create Asset Contact Participants in Automotive Cloud
Manage Leads and Opportunities
- Capture Granular Details About Automotive Leads
- Convert Leads Into Opportunities and Distribute with Dealers
- Lead and Opportunity Conversion Predictions by Using Scoring Framework
  - Create a CRM Analytics Template Configuration
    - Input Features to Get Lead Score Predictions
    - Input Features to Get Opportunity Score Predictions
  - CRM Analytics App Assets
Manage Vehicle Connected Services
- What Are Connected Vehicles in Automotive Cloud?
- Usage-Based Entitlements for Connected Vehicles in Automotive Cloud
- Actionable Event Orchestration for Vehicles
- Real-Time Telemetry for Vehicles
  - Omnistudio Components For Vehicle Status
  - Set Up Real-Time Status Check of Vehicles
- Remote Actions for Vehicles
- Eligibility Rules for Vehicle Remote Actions and Notifications
- Predictive Maintenance with Qualcomm Car to Cloud in Automotive Cloud
Manage Vehicles, Assets, and Fleets
- How Assets and Vehicles Are Related in Automotive Cloud
- Create Assets to Model Vehicles and Parts
- Explore the Asset Console in Automotive Cloud
- Explore the Vehicle Console in Automotive Cloud
- Manage Fleets in Automotive Cloud
- Use Data Processing Engines to Create Records
Manage Vehicle Loans and Leases
- Roles and Responsibilities of Key Personas in Automotive Finance
- Streamline Vehicle and Asset Lending
- Manage Credit Bureau Data in Automotive Cloud
  - How Credit Bureau Information is Represented in Automotive Cloud
  - Permissions and Features for Credit Bureau Records
Connect with the Finance Console
- How Financial Records Work Together in Automotive Cloud
- Set Up the Finance Console
- Create Financial Accounts in Automotive Cloud
- Add Participants to Financial Accounts in Automotive Cloud
- Track Payments and Transactions for Financial Accounts in Automotive...
- Track Fees and Charges for Financial Accounts in Automotive Cloud
- Track Vehicles Related to Financial Accounts in Automotive Cloud
- Manage Vehicle Titles and Related Participants in Automotive Cloud
- Customer and Financial Account Consoles in Automotive Cloud
  - Explore the Account Page in the Finance Console for Automotive App
  - Explore the Financial Account Page in the Finance Console for...
Schedule Test Drives and Service Appointments
- How Automotive Scheduler Records Work Together in Automotive Cloud
- Set Up Appointment Scheduling
- Manage Test Drive Appointments in Automotive Cloud
  - Schedule Test Drives for Your Prospects as an Internal User
  - Schedule Test Drives for Your Prospects as a Partner User
- Manage Vehicle Service Appointments in Automotive Cloud
Set Up Service Processes
- Automotive Finance
  - Service Process Automation with Unified Catalog
  - Service Process Automation with Service Process Studio
- Automotive Foundation
  - Goodwill Repair
    - Customize the Goodwill Repair Flow for Dealers
- Product Service Campaign Management
  - Recall Inquiry
- Automotive Service Processes Solution
  - Get Started with Automotive Service Processes
  - Features and Predefined Components of Automotive Service Processes
Manage Vehicles and Dealers
- How Are Inventory Records Represented in Automotive Cloud
- Set Up Vehicle Inventory Search
- Set Up Vehicle Definition Search
- Set Up Dealer Search
- Manage Products and Locations in Automotive Cloud
- Get Visibility Into Your Vehicle Inventory in Automotive Cloud
  - Search for and Transfer Vehicles in Automotive Cloud
  - Transfer Vehicles to a Dealership to Meet Customer Demand
Monitor Dealer Performance
- Manage Dealer Sales Reports and Claims
- Evaluate Dealer Performance with Visits and Assessments
- Track Branch Performance
  - Create Branch Units and Branch Unit Business Members in Automotive...
  - Associate Records with Dealer Branches in Automotive Cloud
- Strengthen Dealer Relationships with Improved Sales and Operations
Manage Warranties and Claims
- Warranty Lifecycle Management in Automotive Cloud
- Define Service Standards in Automotive Cloud
- Track Dealer Claims in Automotive Cloud
- Adjudicate Dealer Claims in Automotive Cloud
- Manage Supplier Recovery in Automotive Cloud
Manage Appraisals for Vehicles
- How Appraisal Management Records Work Together
- Set Up Appraisal Management
- Create Appraisals
- Create Appraisal Items
- Add or Modify Appraisal Add-Ons
- Adjust Appraisals and Appraisal Items
Connect with the Service Console
- Take a Tour of the Service Console for Automotive
- Set Up the Service Console
- Respond to Callers with the Service Console for Automotive
- Work with the Service Console Components in Automotive Cloud
- Generate Prework Estimates and Create Orders in Automotive Cloud
Work with Analytics
- Deploy Analytics for Automotive
- Dealer Performance
- Original Equipment Manufacturer Performance
- Original Equipment Manufacturer Sales
- Leads Intelligence
- Vehicle Portfolio Insights
- Claims Analysis for Warranty Lifecycle Management Home Page
- Claims Analysis for Claims Page
Automotive Cloud for Dealer

Get Started with Automotive Service Processes

You are here:

Get Started with Automotive Service Processes

Before you start using Automotive Service Processes, review the product navigation.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

From Setup, in the Quick Find box, find, and select Salesforce Go.
Enter Automotive Service Processes in the Search field, and select Automotive Service Processes.
Click Set Up.
Users can choose between a Standard Installation, which automatically installs all solutions, or a Custom Installation to select specific features within the bundle to install.
For a Standard Installation, click Start, and then click Install.
1. The installation automates configuration by enabling features such as Automotive Foundation and Vehicle and Asset Finance Foundation.
2. The installation also validates and installs sample data, such as Account, Product, Vehicle, Vehicle Definition, Asset, Financial Account, Party Financial Asset, Financial Account Party, and Financial Account Party Financial Asset records.
3. If the installation fails, to view the logs, click View Error Log on the Automotive Service Processes page. If the problem persists, contact Salesforce Customer Support.
For a Custom Installation, click Start.
1. For the required features, choose to install sample data by selecting Include Sample Data.
2. For the optional features, select the features you wish to set up, select Include Sample Data for the available features, if needed, and then click Next.
3. Click Install.
Post the installation, configure these steps to finish setting up the service process templates.
1. Set up the Unified Catalog template.
2. Connect your Salesforce and MuleSoft instances.
3. Create integration definitions.
4. Configure the Action Launcher for the service processes.
  See Service Process Automation with Unified Catalog.

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