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            Create Business Profiles in Automotive Cloud

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            Create Business Profiles in Automotive Cloud

            In Automotive Cloud, you can model all stakeholders for an automotive company as Account records. To capture additional information about each stakeholder account, primarily dealers, create Business Profile records. Each dealer can have a Business Profile record where you can add details, such as the type of services provided by the dealer, and the registered name and code of the account.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create business profiles: Automotive Foundation permission set

            Make sure your admin has defined picklist values for the Region field on the Business Profile object in Object Manager. The admin can also add picklist values for Service Type and Business Partner Type.

            1. From the App Launcher, find and select Business Profiles.
            2. Click New.
            3. Search for and select an account.
            4. Enter a name for the business profile.
            5. For Business Operating Name, enter the name that’s registered for the business.
            6. For Business Partner Code, enter the official code that’s registered for the business.
            7. For Business Partner Registered Name, enter the legal name of the business partner.
            8. For External Reference Number, enter the ID of the business partner as on the external data source.
            9. For Business Partner Type, select the type of role associated with the business partner:
              • Customer
              • Financier
              • Sales Dealer
              • Service Dealer
            10. For Service Type, select all the types of services that the business partner provides, such as Spare Parts Sales, Sales, Repair & Maintenance, or Consultation.
            11. For Business Tax Identifier, enter the unique code that’s assigned to a business by the revenue department for tax reporting.
            12. For Region, select the operational region or territory of the partner.
            13. For Service Territory, select a dealer’s operating location.
              If you use Automotive Scheduler capabilities for scheduling test drives and service appointments, this is a required step.
            14. Save your changes.
            Example
            Example

            Neo Motors has multiple car dealerships across North America. Neo Motors wants to capture additional information about each primary dealer account. Here's how a Neo Motors admin can add details about each dealer account:

            • From the App Launcher, search and select Business Profiles.
            • Click New.
            • Specify these values, and then save the changes:
              • Account: Dream Dealers New York North America
              • Name: BP-00045
              • Business Partner Code: NA_Dream_Dealers_NY_001
              • Business Operating Name: New York Dealer 001
              • Business Partner Type: Sales Dealer
              • Business Tax Identifier: ABX3456
              • Business Partner Registered Name: Dream Dealers Motors NY
              • Service Type: Vehicle Sales, and Spare Parts Sales
              • Region Name: New York

            A business profile record.

            See Also

             
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