Før du går i gang med Asset Finance Management for Customers (Aktivfinansieringsstyring for kunder), skal du konfigurere din organisation med de krævede licenser, forberede dine dataregistreringer og opsætte krævede funktioner til at bruge denne agent.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Performance, Unlimited og Developer Edition med tilføjelsesprogrammet Agentforce for biler eller inkluderet i Agentforce 1 Automotive Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for biler for at få adgang til handlingen.
Sørg for, at din organisation er klargjort med disse licenser.
AutomotiveFoundationAddOn
AutomotiveFoundationForExprcCloudAddOn
EinsteinForAutomotiveAddOn
IndustriesServiceExcellenceAddOn
VehicleAndAssetFinanceFoundationAddOn
OmnistudioDesignerAddOn
BusinessRulesDesignerAddon
OmnistudioRuntimeAddOn
UnifiedCatalogAddOn
UniversalCreditMetering
AgentforceServiceAgentAddOn
Sørg for, at disse funktioner er aktiveret.
Opsætning> Funktionsindstillinger> Indstillinger for biler> Biler
Opsætning> Funktionsindstillinger> Automotive Generative AI
Opsæt registreringer for finansiel konto, der er linket til de tilsvarende personkonto- og finansielle kontoregistreringer.
Sørg for at angive den finansielle kontoparts registrerings rollefelt som Ejer.
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