Digital Experience Sites in Automotive Cloud

Depending on the permission sets and the object permissions that you assign to users, here’s how dealers and distributors can use the site.

• Home Page Related Lists
  • Find leads assigned to them on the Lead Inbox related list.
  • Find a list of open cases on the Cases related list. They can follow up on the cases and resolve queries.
  • Find a list of opportunities assigned to them on the My Opportunities related list.
  • Find a list of active orders placed by customers on the Active Orders related list. They can manage the products and fulfill the orders.
• Navigation Menu Grouping
  • Customers: Get a complete picture of their customer’s households and groups with Account, Contact, Account Account Relationship, Party Role Relationship, Account Contact Relationships, and Contact Contact Relationships records.
  • Prospects: Manage the sales process with Lead and Opportunity records. When they drill into the leads or opportunities, they can also find the related Lead Line Item and Lead Preferred Seller records and the related Opportunity Line Item and Opportunity Preferred Seller records respectively. They can also schedule test drive appointments from Lead and Opportunity record pages.
  • Vehicles & Parts: Manage the vehicles, parts, and accessories they own with Vehicle, Vehicle Definition, Asset, Asset Milestone, Category, and Catalog records.
  • Visits & Actions: Review the list of upcoming visits and actions assigned to them with Visit, Action Plan Template, and Action Plan records.
  • Sales: Upload proof-of-sale documents and retail delivery reports for vehicles and parts with Rebate Claim and Transaction Journal records. Partners can also review the uploaded documents with Received Documents, and manage actual revenue with Orders.
  • Service: Track the repair and maintenance of vehicles with Warranty Term, Work Order, and Case records. Submit claims for defective parts or for vehicle replacements and repairs. Create claims, claim items, claim coverages, and claim coverage payment details. Track the status of your claims and the approved amounts.
  • Business Planning: Collaborate on long-term negotiations and account forecast data with Sales Agreement and Advanced Account Forecast Set Partner records.
  • Appointments: See a list of scheduled, ongoing, and completed test drive and vehicle service appointments.
• Vehicle Console
  • Details tab: View key details such as the vehicle identification number (VIN), chassis number, odometer readings, market price, registration details, exterior and interior features, and vehicle manufacturing details.
  • Related tab: View the different stakeholders related to the vehicle using the Asset Account Participant and Asset Contact Participant related lists.
  • Warranties tab: View the warranties associated with the asset, such as standard warranties, warranty extensions, and even warranties for the underlying parts such as engines and tires.
  • Assets tab: View the hierarchy of the assets of the vehicle, which is the parent asset, by using the Asset Hierarchy component. They can also view assets that are marked as replacements, upgrades, or crossgrades for the vehicle asset and the related parts by using the Related Assets for Parent Assets component.
  • Parts & Accessories tab: View all parts and accessories built into the vehicle, and the ones that they can upsell or recommend to the customer, with the Installed and Compatible Parts & Accessories related lists.
  • Schedule Service Appointment: Schedule vehicle service appointments based on a customer’s preferences by selecting the type of service, a technician, and an available time slot.
• Custom Components
  • View key milestones related to a vehicle asset if the admin adds the Events and Milestones component to the Vehicle record page.
  • View key milestones related to a business account if the admin adds the Events and Milestones component to the Account record page.
  • View a relationship graph showing relations between records if the admin adds the Actionable Relationship Center Graph component to a Vehicle or an Account record page.
  • View a summary of stakeholder relationships if the admin adds the Relationship Card component to a Vehicle, Account, or Contact record page.
  • Import CSV files containing forecast data for their accounts if the admin provides them the required access to the Advanced Account Forecast Set Partner records.
  • View related transactions, vehicles and titles, and stakeholders for an automotive loan or lease if the admin adds the required flexcards to the Financial Account record page.

Note If you create a customer portal, customers can view details of all vehicles they own, their relationships with other accounts and contacts, and track their service and warranty history. Customers can also schedule service appointments for the vehicles they own. See Partner and Customer Experience Cloud Licenses for Automotive to understand the differences between the capabilities of Customer Community and Partner Community licenses.

Note

If you create a portal for suppliers, see Track and Adjudicate Supplier Recovery Claims