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Configure User Permissions for Automotive Sales Concierge for Partners
Assign the required permissions to users for enabling the Automotive Sales Concierge for Partners 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. |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
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Assign permission set licenses.
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Select a user.
- In the Permission Set Assignments related list, click Edit Assignments.
- Under Available Permission Sets, select Automotive Foundation for Experience Cloud, Automotive Scheduler for Experience Cloud, Criteria Based Search and Filter for Experience Cloud, Data Pipelines Base User, CRM Analytics Plus Admin, Prompt Template User permission sets, and then click Add.
- Save your changes.
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Assign object permissions.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Select the partner user profile that you're editing, and click Edit.
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Under Standard Object Permissions, locate these objects and assign the following access.
Note While these configurations are required for a new org, ensure you modify them for established orgs based on the specific objects and fields introduced by existing licenses.
Object Access Price Book Read Vehicle Definition Searchable Field Read Dealer Product Searchable Field Read Opportunity Create, Read, Update Quote Create, Read, Update, Delete Appointment Topic Time Slots Read Work Type Read Work Type Group Read Service Appointment Create, Read, Update Service Territories Read -
Configure field-level security.
- In Setup, go to Object Manager.
- In the Quick Find box, enter the name of the object, and then select the object.
- Select Fields & Relationships.
- Select Type, and click Set Field-Level Security.
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Select Visible and deselect Read-Only for the profiles for the following fields on the following objects and save your changes.Note While these configurations are required for a new org, ensure you modify them for established orgs based on the specific objects and fields introduced by existing licenses.
Object Fields Vehicle Definition Searchable Field All fields Dealer Product Searchable Field All fields Price Book Entry All fields Opportunity Product Total Price Vehicle Model Year, Last Odometer Reading, Model Name, Make Name, Odometer Reading Unit of Measure, Exterior Color, Current Owner, Trim Level, Manufactured Date Quote All fields Quote Line Item All fields Time Slots Max Appointments Business Profile Service Territory
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