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            Set Up Work Type Groups in Automotive Cloud

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            Set Up Work Type Groups in Automotive Cloud

            Work type groups identify the type of services that you provide. For example, as an original equipment manufacturer, you can create multiple work types for services provided at your service centers, and at your dealer locations. In Automotive Cloud, create a single work type group record for Test Drive. When a user schedules a test drive for a lead or opportunity, the scheduling flow automatically guides a user to the relevant resources and time slots for a test drive. Create multiple work type group records for vehicle services such as full vehicle repair, wheel and tire alignment, parts replacement, and more. When a user schedules a service appointment for a vehicle, the scheduling flow lets a user select their desired work type.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a work type group: Create access on Work Type Group

            Make sure that your Salesforce admin added the Category field to the Work Type page layout.

            1. To create a work type group for test drives, follow these steps:
              1. In the Salesforce Scheduler Setup app, on the Work Type Groups tab, and click New.
              2. Enter a name such as Test Drive Appointment.
              3. Enter a description.
              4. Select Active.
              5. For Category, select Test Drive.
              6. Click Save.
            2. To create work type groups for vehicle services, follow these steps:
              1. In the Salesforce Scheduler Setup app, on the Work Type Groups tab, and click New.
              2. Enter a name such as Body and Paint Work.
              3. Enter a description.
              4. Select Active.
              5. For Category, select Vehicle Service.
              6. Click Save.
              7. Repeat these steps for other types of services such as Periodic Checkup, Wheel Alignment, or Fuel Leak Inspection.
             
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