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Prepare Your Org
Before you get started with Agentforce Industries Customer Engagement, 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
- AutomotiveSchedulerAddOn
- LightningSchedulerAddOn
- CriteriaBasedSearchFilterAddOn
- EinsteinForAutomotiveAddOn
- UniversalCreditMetering
- AgentforceEmployeeAgentAddOn
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> Lending> Digital Lending
- Setup> Feature Settings> Lending > Vehicle and Asset Lending
Setup> Feature Settings> Vehicle and Asset Finance
- Setup> Feature Settings> Automotive Settings> Automotive Scheduler
- Setup> Feature Settings> Criteria-Based Search and Filter Settings> Criteria-Based Search and Filter
For details about the customer data and Salesforce objects used in the template's actions, see Agents and Data Usage.
- To use the subagents in this agent template, enable Data Cloud.
- Ingest external Automotive data into Data Cloud.
- To search for vehicles and vehicle definitions, make sure you have set up a criteria-based search and filter configuration for the Vehicle Definition Searchable Field object. For more information, see Set Up Vehicle Inventory Search.
- To search for dealers, make sure you have set up criteria-based search and filter configurations for the Dealer Product Searchable Field and the Dealer Vehicle Definition Searchable Field objects. For more information, see Set Up Dealer Search.
- Set up the Automotive Scheduler to schedule test drives and service appointments. See Set Up Appointment Scheduling in Automotive Cloud.
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