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Subagent: Dealer Search Vehicle Service
Sales or service representatives in an automotive company can use the Dealer Search Vehicle Service subagent to search for location-based dealerships on behalf of customers, summarize dealers, capture opportunities, and schedule service appointments.
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. |
Considerations
- This subagent uses the Data Processing Engine definition, Update Dealer Vehicle Definition Searchable Field Values. Admin users must enable field-level security for the Dealer Vehicle Definition Searchable Field object manually before running this Data Processing Engine.
- Admins must set up the pick-list values for Sales and Service in the Seller Role field in the Seller Product object used by this subagent.
- Each account record must have separate Business Profile and Service Territory records.
- Users must create two active work type groups for Vehicle Service and Test Drive with specified categories.
- The Seller Product must have active records. Customers can add validations for the Start Date and End Date fields on this object if required.
- The Street, City, Country, and Pincode fields in the service territory address must be populated. The Service Territory Address field should be selected as Relative Location field in the distance criteria.
- In the Criteria-Based Search and Filter search configuration created for the Dealer Vehicle Definition Searchable Field object, the following fields should be selected as the criteria fields: Account ID, Make Name, Model Name, Seller Role, Test Drive, Vehicle Definition, and Vehicle Service Type.
Examples of Utterances That Trigger This Subagent
- “Fetch me dealers for Neogen XZ for vehicle service at Los Angeles 90899”
Example Here’s how sales and service representatives at automotive companies can book a service
appointment with a dealer.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
Book a service appointment with a dealer for a vehicle.  Note The agent will prompt the user to mention the city name and postal code if
not already mentioned in the utterance. |
"Fetch me dealers for Neogen XZ for vehicle service at California 96162" | The agent shows a list of dealers for user selection. | Get Dealers for Search Criteria |
| Select the relevant dealer. | California Neogen Dealers | The agent asks for confirmation of a work type. | Query Records |
Select the relevant work type. |
Vehicle Service | The agent shows a list of available slots for the service appointment. | Get Available Appointment Slots |
| Select a preferable time slot. | “August 13, 2025: 12:30PM - August 13, 2025: 12:45PM” | The agent prompts for user confirmation of the customer account. | Identify Record By Name |
| Enter the relevant customer account name. | “John Doe” | The agent prompts for user confirmation of the vehicle required for service. | Get Vehicles for a Customer |
| Select the relevant vehicle for service. | Neogen XZ BXi | The agent creates a service appointment record and shows the details. | Schedule Automotive Appointment |
Draft and send emails to a customer to inform them of a scheduled appointment by selecting the option from the action recommendations on the Agentforce window.
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