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            Set Up and Configure Automotive Cloud

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            Set Up and Configure Automotive Cloud

            Set up features and review permission set licenses for Automotive Cloud. Create user profiles and assign the required permission sets to user groups. Customize page layouts to give your users a streamlined view of all vehicles, customers, and stakeholders. Configure vehicle inventory search, appointment scheduling, and the service console. Collaborate with partners and customers with extensible Experience Cloud portals. Set up additional tools, components, and Analytics to scale up and enhance your business.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            • Configure General Settings for Automotive Cloud
              Enable Automotive Cloud features and configure the security settings and permissions for internal and external users who use Automotive Cloud. Grant users access to the features by assigning them permission set licenses. Create profiles to define how users access objects and data, and what they can do within the application. Establish the baseline level of access for each object by setting up organization-wide defaults and extend access beyond the baseline level by configuring role hierarchies, sharing rules, and other sharing mechanisms. Configure and customize page layouts to help different user groups make the most of their experience in Automotive Cloud.
            • Configure and Customize Page Layouts for Automotive Cloud
              Get the most out of Automotive Cloud with customized page layouts for Vehicle, Account, Lead, Opportunity and more. Add business-specific fields and related lists to Product, Business Profile, and Asset to help users capture key information. Create customized page layouts that help district managers and evaluation officers successfully carry out visits and audit tasks at dealer locations.
            • Set Up Experience Cloud Sites for Automotive
              Collaborate with partners and customers using Experience Cloud for Automotive. Create partner or customer user profiles and users, use the Automotive template to create a site, and customize the site to show relevant information to external users. You can also control access on the objects and records that you share with external users. To plan your implementation, review the required user licenses and permission set licenses.
            • Set Up Einstein Generative AI for Automotive Cloud
              Enhance your automotive operations with Einstein generative AI features that boost productivity, streamline daily tasks, and surface valuable insights into vehicles, customers, sales, and services. Built on the Salesforce platform, Einstein generative AI capabilities seamlessly connect you to large language models and bring scalable AI workflows across your business. The Einstein Trust Layer ensures the security of your business data while improving AI accuracy, allowing you to confidently use generative AI in Salesforce. The Einstein Summary component brings AI into your business workflows to deliver providing concise, actionable summaries of critical records, such as Vehicles and Assets.
            • Set Up Data Cloud for Automotive Cloud
              Set up Data Cloud for your automotive business and configure settings that help users work with the Automotive data kit.
            • Set Up Additional Features in Automotive Cloud
              Automotive Cloud includes features to help you extend your business operations and scale up your operations. Some features are configured in Setup, others in the app, and some require integration with external systems. Make the most of features like Events and Milestones, Timeline, Actionable Relationship Center, Interest Tags, Relationship Cards, and Record Alerts to enhance your automotive business. Implement the features you need based on your business requirements.
            • Automate Your Business Processes in Automotive Cloud
              Automate complex processes and decision-making with low- to no-code tools. Use the suitable Flow for Automotive tool to meet your unique business needs. Create branded experiences with Omnistudio.
            • Prebuilt Apps for Automotive Cloud
              Implement custom business use cases by using the prebuilt apps for Automotive Cloud. Prebuilt apps include metadata, tools, and workflows for nuanced, process-specific needs. Explore the prebuilt apps in the Automotive Cloud learning trial org. You can also deploy and use the prebuilt apps in your sandbox or production org.
             
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