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Prepare Your Org

Prepare Your Org

Before you get started with Asset Finance Management for Customers, configure your org with the required licenses, prepare your data records and set up required features to use this agent.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

Make sure your org is provisioned with these licenses.

  • AutomotiveFoundationAddOn
  • AutomotiveFoundationForExprcCloudAddOn
  • EinsteinForAutomotiveAddOn
  • IndustriesServiceExcellenceAddOn
  • VehicleAndAssetFinanceFoundationAddOn
  • OmnistudioDesignerAddOn
  • BusinessRulesDesignerAddon
  • OmnistudioRuntimeAddOn
  • UnifiedCatalogAddOn
  • UniversalCreditMetering
  • AgentforceServiceAgentAddOn

Make sure these features are enabled.

  • Setup> Feature Settings> Automotive Settings> Automotive
  • Setup> Feature Settings> Automotive Generative AI
  • Setup> Feature Settings> Automotive Generative AI> Automotive Agents
  • Setup> Feature Settings> Automotive Generative AI> Automotive Service Agents
  • Setup> Feature Settings> Manufacturing> Vehicle and Asset Finance
  • Setup> Feature Settings> Omnistudio Settings> Omnistudio Metadata

For details about the customer data and Salesforce objects used in the template's actions, see Agents and Data Usage.

  1. Enable person accounts.
  2. Set up Financial Account records.
  3. Set up Financial Account Party records linked to the corresponding person account and financial account records.
    Make sure to set the Financial Account Party record’s role field as Owner.
 
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