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Subagent: Dealer Search Test Drive
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 test drives.
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 a test drive at Los Angeles 90899”
Example Here’s how sales and service representatives at automotive companies can book a test
drive appointment with a dealer.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
Book a test drive 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 a test drive at California 96162" | The agent shows a list of dealers for user selection. | Get Dealers for Search Criteria |
Select the relevant dealer. Note The agent shows five dealers at a time in response to a user utterance. If
there are more than five available dealers for a specified location, the user
will be prompted to refine their search criteria. For example, “Fetch me dealers
for a Neogen XZ with manual transmission for a test drive at California
96162” |
California Neogen Dealers | The agent shows a list of available test drive models at the selected dealer location for user selection. | |
| Select the relevant test drive vehicle model. | Neogen XZ BXi Petrol Manual | The agent asks for customer account details. | Identify Record By Name |
| Enter the relevant customer account. | “John Doe” | The agent creates an opportunity and opportunity product for the customer and vehicle, and asks for confirmation of a work type. | Create Opportunity and Opportunity Product AND |
| Select the relevant work type. | Test Drive | The agent shows a list of available slots for the test drive appointment. | Get Available Appointment Slots |
| Select a preferable time slot. | “August 13, 2025: 12:30PM - August 13, 2025: 1:30PM” | 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 test drive appointment by selecting the option from the action recommendations on the Agentforce window.
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