Schedule timely test drive appointments and vehicle service appointments using the predefined Automotive Scheduler guided flows. Test drive appointments can be scheduled by internal users and dealers. Vehicle service appointments can be scheduled by internal users, dealers, and customers.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
- How Automotive Scheduler Records Work Together in Automotive Cloud
Learn how different records in Automotive Scheduler work together. In this example we explain how different records interact when you create a test drive or a vehicle service appointment. - Set Up Appointment Scheduling in Automotive Cloud
Set up Salesforce Scheduler features in Automotive Cloud and use the predefined OmniScript-based scheduling flows to help users create test drive and vehicle service appointments. Territory managers can create service territories, work types and work type groups, service resources, and vehicles and assets that are used in the appointment scheduling flows. You can also customize the predefined OmniStudio components available in Automotive Cloud so that the appointment scheduling flows meet your business requirements. - Manage Test Drive Appointments in Automotive Cloud
Improve your lead qualification and opportunity conversion rates by scheduling test drive appointments based on a potential customer’s preferences. Whether you’re a sales agent at an automotive original equipment manufacturing company, or a sales representative at a dealership managing customer bookings, you can manage a test drive appointment for your customers. Select the type of vehicle that they’re interested in, an available service rep facilitating the appointment, and a time slot that works for both the customer and the service rep. - Manage Vehicle Service Appointments in Automotive Cloud
Vehicles require timely maintenance and periodic checkups for a variety of services and repairs and vehicle service is a primary contributor for effective post-sales experience. As a service agent at a dealership, or a service agent for an original equipment manufacturer, or a customer, you can schedule vehicle service appointments. Use a simple guided flow to select the type of service, a technician, the location of the service center, and the preferred time slot for an appointment.