Prepare Your Org

Provision the required licenses, turn on Automotive settings, and create the dealer, vehicle, and catalog records that the agent uses.

1. Provision these add-on and community licenses for your org.
   1. AutomotiveFoundationAddOn
   2. AutomotiveFoundationForExprcCloudAddOn
   3. AutomotiveSchedulerAddOn
   4. AutomotiveSchedulerForExprcCloudAddOn
   5. LightningSchedulerAddOn
   6. CriteriaBasedSearchAndFilterAddOn
   7. CriteriaBasedSearchFilterExpCloudAddOn
   8. EinsteinForAutomotiveAddOn
   9. UniversalCreditMetering
   10. CustomerCommunityPlus
   11. CustomerCommunityPlusLogin
   12. UnifiedCatalogAddOn
   13. UnifiedCatalogCommunityUserAddOn
   14. IndustriesServiceExcellenceAddOn
   15. EinsteinGPTPlatformAddOn
   16. EinsteinGPTPromptBuilderAddOn
   17. EinsteinGPTFieldGenerationAddOn
   18. EinsteinForSvcinovtAddOn
   19. ContextServiceBaseAddOn
   20. EinsteinGPTCopilotAddOn
   21. ManufacturingPartnerLeadMgmtAddOn
   22. AgentforceServiceAgentAddon
   To embed the agent in an Experience Cloud site with Messaging for In-App and Web, also provision the messaging and service licenses required for your deployment, such as EmbeddedServiceMessaging and EmbeddedServiceMessagingUserPsl.
2. Turn on these settings.
   1. Setup> Feature Settings> Automotive Settings> Automotive
   2. Setup> Feature Settings> Automotive Settings> Automotive Scheduler
   3. Setup> Feature Settings> Automotive Generative AI
   4. Setup> Feature Settings> Automotive Generative AI> Automotive Service Agents
   5. Setup> Feature Settings> Appraisal Management Settings> Appraisal Management
   6. Setup> Feature Settings> Criteria-Based Search and Filter Settings> Criteria-Based Search and Filter
   7. Setup> Feature Settings> Quote Settings> Enable Quotes
   8. Setup> Feature Settings> Manufacturing Settings> Partner Lead Management
3. To search for products or parts, set up criteria-based search and filter configurations for the Dealer Product Searchable Field object. See Set Up Dealer Search.
4. To search for vehicles and vehicle definitions, set up a criteria-based search and filter configuration for the Vehicle Definition Searchable Field object. See Set Up Vehicle Definition Search.
5. Create dealer accounts, service territory, and business profile records for the dealers that customers search and book with.
6. Create product, vehicle definition, asset, vehicle, seller product, and product related component records for the vehicles and accessories that customers can browse. See Add Components to Product Bundles in Automotive Cloud.
7. Create price book and price book entry records, including the standard price book.
8. Set up Seller Product and Service Territory records with valid street, city, and postal code values.
9. Set up required picklist values for Appraisal Management fields in Object Manager. For examples, see Custom Picklist Values for Appraisal Management.
10. Set up appointment scheduling so customers can book test drives. See Set Up Appointment Scheduling in Automotive Cloud.
11. Set organization-wide defaults to Public Read Only for the objects that Customer Community Plus users access through the service process: Product, Catalog, Product Configuration Flow, Product Configuration Flow Parameter, Product Component Group, Product Component Group Override, Product Related Component Override, Product Configuration Section, Opportunity, and Preferred Seller.
12. Set up sharing settings for Vehicle Definition Searchable Field, Dealer Product Searchable Field, Dealer Vehicle Definition Searchable Field, Opportunity, Operating Hours, Service Resource, and Service Territory. See Create Sharing Rules.
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. Under Sharing Rules, click New for the object's sharing rules.
    3. Enter the details for your Customer Community Plus users.
    4. Save your changes.