Automotive Cloud

Automotive Cloud is built on Sales Cloud and Service Cloud and enables manufacturers and dealers to effectively manage the key touch points in the lifecycle of customers and vehicles. The data model and workflows are based on industry-wide best practices that reduce the time you spend on routine, repeated tasks. You can focus on engaging with customers and drive brand loyalty by designing actionable experiences around the important mobility moments. Automotive Cloud transforms the dealer and stakeholder experience and equips you to deliver the personalized, proactive service that your clients expect.

• Learn About Automotive Cloud
  Understand roles and concepts related to Automotive Cloud. Relate features to your business requirements. Explore the Automotive Cloud data model that supports industry processes and practices.
• Set Up and Configure Automotive Cloud
  Set up features and review permission set licenses for Automotive Cloud. Create user profiles and assign the required permission sets to user groups. Customize page layouts to give your users a streamlined view of all vehicles, customers, and stakeholders. Configure vehicle inventory search, appointment scheduling, and the service console. Collaborate with partners and customers with extensible Experience Cloud portals. Set up additional tools, components, and Analytics to scale up and enhance your business.
• Discover and Set Up Automotive Cloud Features With Salesforce Go
  Explore, set up and configure, and monitor usage of Automotive Cloud features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration - all without leaving the setup page. Discover more Automotive Cloud features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go.
• Agentforce for Automotive Cloud
  Agentforce for Automotive Cloud provides an easy way to manage customer account information, sales and service requirements for vehicles, assets, dealers, and service process requests for Automotive loans or leases through natural language interactions. With out-of-the-box agent subagents and actions, efficiently generate performance summaries, create cases and tasks, and update records in a systematic flow.
• Manage Products in Automotive Cloud
  Manage and track your entire product portfolio, including vehicle brands, parts, and accessories. Group products into catalogs, categories, and more. Then use product records to define the key specifications of each vehicle and part, and Vehicle Definition records to specify the make and model details of a vehicle. You can also create product bundles and map the products of your suppliers with the products that you sell. The Sales tab on the Original Equipment Manufacturer Performance dashboard in the CRM Analytics app provides insight about top-selling products and product sales by region and period.
• Manage Stakeholders in Automotive Cloud
  Assess and share comprehensive information about the people involved in the automotive lifecycle. Automotive Cloud makes it easy for original equipment manufacturers (OEMs) and dealer groups to represent all types of stakeholders and account structures. Capture information about business profiles, households, and organization structures of your dealer groups, customers, and suppliers. Associate multiple participants such as owners, drivers, dealers, and financiers with an asset, such as a car, an accessory, or a spare part. And with components such as relationship cards and relationship graphs, get quick access to all stakeholder details.
• Manage Leads and Opportunities in Automotive Cloud
  Automotive Cloud comes with enhanced lead management capabilities that original equipment manufacturers (OEMs) and dealers can use to capture comprehensive lead information. Capture the time frame during which the lead is interested in the transaction and the items that they’re interested in. You can also capture information about the account that provided the lead, and the lead’s preferred dealers. When the lead gets converted into an opportunity, the granular information is retained and available for dealers right through the lifecycle of an opportunity. The Leads tab on the Dealer Performance dashboard in the CRM Analytics app provides insight about lead conversion rates and lead pipeline by region and period.
• Set Up Connected Services for Vehicles in Automotive Cloud
  Enable connected services and related features for vehicles in Automotive Cloud, and assign the required permissions to users. Work with your integrations team to connect your telematics provider with Automotive Cloud via MuleSoft or any other service of your choice. Get access to usage-based entitlements for each connected vehicle. Set up actionable event orchestration, remote actions, remote notifications, and vehicle status diagnosis. Create and use telemetry definitions and telemetry action definitions to perform remote operations for a large number of configurations. Set up eligibility rules for service processes to control which users can perform an action.
• Manage Vehicles and Assets in Automotive Cloud
  Manage the lifecycle of assets and vehicle to effectively serve your customer needs. Use the vehicle console in Automotive Cloud and get information about vehicle details, stakeholder relationships, installed and compatible parts and accessories and asset relationships. You can also use the asset console to view warranties, claims, repair orders, and other activities. Understand how assets and vehicles are connected and learn how to promptly answer dealer and customer queries from the comprehensive vehicle and asset record pages.
• Manage Vehicle Loans and Leases
  Use the Vehicle and Asset Lending Console to get a unified view for managing loan applications, tracking applicant Know Your Customer records, and gauge the creditworthiness of applicants through integrated Experian and Equifax data. Underwriters and financial managers can automate decisions and analyze key metrics. Service reps and customers can utilize the Agent Assisted Application Management and Experience Cloud sites for seamless application tracking. Leverage Omniscript-based flows and Unified Catalog streamlines service processes and ensure compliance with fair lending regulations.
• Deliver Proactive Service for Financial Customers in Automotive Cloud
  Streamline the service processes in your captive finance company by using the Finance Console for Automotive app. Track all automotive loans and leases related to a customer, different stakeholders involved in the financing process, and the related vehicles and titles. Service agents can resolve queries related to transactions, charges and fees, balances and statements, and title transfers. Agents can use the action launcher to quickly reverse a fee or change the address related to a financial account. They can track key record alerts and milestones, assign interest tags, visualize relationships on interactive graphs, and upsell financial products and services.
• Schedule Appointments in Automotive Cloud
  Schedule timely test drive appointments and vehicle service appointments using the predefined Automotive Scheduler guided flows. Test drive appointments can be scheduled by internal users and dealers. Vehicle service appointments can be scheduled by internal users, dealers, and customers.
• Set Up Service Processes
  Service Process Automation streamlines and automates your service operations. Design case-driven service processes from request intake to fulfillment by using either the Unified Catalog or Service Process Studio. Both the frameworks use Omniscripts to capture request details across assisted and self-service channels. They also use prebuilt flows to automate fulfillment steps and record updates.
• Manage Vehicle Inventory and Dealers in Automotive Cloud
  Plan better for replacements and replenishments of your vehicle inventory. With Automotive Cloud, you can track both vehicles and parts at different locations and also monitor product transfers and requests. And with the Vehicle Inventory Search framework, you can search for vehicles across multiple locations and transfer the desired vehicles to meet customer demand. Quickly search for and filter the dealers and distributors available for a product.
• Manage Dealer Performance in Automotive Cloud
  Use Automotive Cloud to improve operational efficiency and assess performance of dealer groups and subgroups for your company. Use CRM Analytics dashboards to get meaningful and actionable insights into inventory availability, sales metrics, agreement and target compliance, and lead conversion success rates. Follow up on tasks with dealer visits and check for compliance with key performance metrics. Simplify the process of submitting and approving vehicle sale reports and parts sale reports with rebate claims and transaction journals. Monitor dealer performance in real time with sales agreements and accurate forecasts.
• Manage Warranties and Claims in Automotive Cloud
  Define a comprehensive set of service standards that can be accurately and consistently used in the warranty lifecycle and other operations performed by your company. Establish robust warranty eligibility rules and entitlements for products and assets. Dealers can then submit claims using the Experience Cloud site and you can adjudicate the claims based on expenses incurred, types of repairs, labor efforts, and other details.
• Manage Appraisals for Vehicles
  Sales reps can help prospects and customers determine the optimal value of their vehicle by using Appraisal Management and increase revenue during the presales process.
• Deliver Proactive Service in Automotive Cloud
  Automotive Cloud helps original equipment manufacturers (OEMs) nurture long-term relationships with stakeholders, and grow customer and dealer loyalty and lifetime value. Use Service Console for Automotive to deliver meaningful, intelligent, and personalized service interactions from a single page. Enhance the productivity of customer service representatives and service agents, and enable them to deliver excellent service with Service Excellence components.
• Work with Analytics Dashboards in Automotive Cloud
  Use the Analytics for Automotive dashboards to analyze the company's performance based on sales life-cycle, revenue trends, inventory, and more. You can access these dashboards when you create an app using the Analytics for Automotive template in CRM Analytics Studio.
• Automotive Cloud for Dealer
  Build relationships with your dealer by empowering them to optimize operations through comprehensive tools provided by Automotive Cloud for Dealer. Enhance customer relationships, improve service delivery, and accelerate growth by building dealer-specific solutions.