Configure User Permissions for Automotive Sales Concierge for Customers
Assign permission sets to your Customer Community Plus users and admins, and grant the
object permissions and field-level security that the agent's service process requires.
Required Editions
User Permissions Needed
To assign permission sets: Assign Permission Sets AND View Setup and
Configuration
Assign these permission sets to Customer Community Plus users.
Automotive Foundation for Experience Cloud
Automotive Scheduler for Experience Cloud
Criteria-Based Search and Filter for Experience Cloud
Industry Service Excellence
Partner Lead Management for Experience Cloud
Salesforce Scheduler Greeter
Prompt Template User
Unified Catalog Community User
Assign these permission sets to admins who install and configure the agent.
Automotive Foundation User or the Manufacturing permission set license
Industry Service Excellence
Unified Catalog Admin
Context Service Admin
Context Service Runtime
On the Customer Community Plus user profile, grant these object permissions.
Object
Access
Case
Create, Read, and Edit
Price Book
Read
Appointment Topic Time Slot
Read
Service Territory
Read
Vehicle Definition Searchable Field
Read
Dealer Product Searchable Field
Read
Dealer Vehicle Definition Searchable Field
Read
Work Type
Create, Read, and Edit
Configure field-level security on the Customer Community Plus user profile for these objects
and fields.
Object
Fields
Case
Case Source
Vehicle Definition Searchable Field
All fields
Dealer Vehicle Definition Searchable Field
All fields
Dealer Product Searchable Field
All fields
Vehicle
Model Year, Last Odometer Reading Unit of Measure, and Exterior Color
Quote
All fields
Time Slot
Max Appointments
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