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Prepare Your Org
Before you get started with Agentforce Automotive Sales Concierge, 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
- ManufacturingPartnerLeadMgmtAddOn
- 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> Automotive Settings> Automotive Scheduler
- Setup> Feature Settings> Appraisal Management Settings> Appraisal Management
- Setup> Feature Settings> Manufacturing> Partner Lead Management
- Setup> Feature Settings> Criteria-Based Search and Filter Settings> Criteria-Based Search and Filter
- Setup> Feature Settings> Quote Settings> Enable Quotes
For details about the customer data and Salesforce objects used in the template's actions, see Agents and Data Usage.
- 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.
- 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 Definition Search.
- Set up products and parts for vehicles, see Add Components to Product Bundles in Automotive Cloud.
- Set up Seller Product and Service Territory records with valid address values for street, city, and postal code.
- Set up required picklist values for fields on objects for Appraisal Management from Object Manager. For examples of picklist values, see Custom Picklist Values for Appraisal Management.
- Set up the Appointment Scheduling for Automotive to schedule test drives and service appointments. See Set Up Appointment Scheduling in Automotive Cloud.
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