--- schema_version: "1" id: 84b35cbe90b8aefcec903a04e25bdd7ab19ab667c2e7a28898802d62e14aa410 title: Experience Cloud Setup Checklist in Automotive Cloud collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_experience_cloud_workflow.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_workflow.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8b429cc2e1f9007194c22b06713f592267def4f1550f3a10586f9582f5055f6b description: Review the high-level tasks involved in successfully setting up an Experience Cloud site for your Automotive partners and customers. products: - Automotive release: "264" --- # Experience Cloud Setup Checklist in Automotive Cloud Review the high-level tasks involved in successfully setting up an Experience Cloud site for your Automotive partners and customers. ### Required Editions
Available in: Enterprise, Unlimited, and Developer Editions
## Basic Configuration - Review your assigned licenses on the Company Information page in Setup. Plan your implementation based on whether you have a Customer Community license or a Partner Community license. See [Experience Cloud User Licenses](https://help.salesforce.com/s/articleView?id=platform.users_license_types_communities.htm&type=5&language=en_US). - Enable Digital Experiences and select a domain name. See [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=experience.networks_enable.htm&type=5&language=en_US). - Set up roles in your org so that you can share records with a group of users. Also, most Experience Cloud licenses require roles in your org. See [Create a User Role](https://help.salesforce.com/s/articleView?id=platform.admin_roles.htm&type=5&language=en_US). - Review the capabilities of Partner Community and Customer Community Plus for Automotive. See [Experience Cloud Licenses for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_licenses.htm&release=264.0.0&type=5 "Experience Cloud for Automotive is available with both Customer Community Plus and Partner Community user licenses. You can create a customer portal or a partner portal depending on which license you have. Review the capabilities offered by each license."). - Clone the Partner Community or Customer Community user profile. See [Create or Clone Profiles](https://help.salesforce.com/s/articleView?id=platform.users_profiles_cloning.htm&type=5&language=en_US). - Create a partner or customer user. See [Create a Partner User for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_partner_user.htm&release=264.0.0&type=5 "An automotive original equipment manufacturer (OEM) can create a partner portal using Experience Cloud and collaborate with dealers on agreements, vehicles, forecasts, and rebate programs. Partners can manage assets, visits, action plans, warranties, financial information, work orders, leads and opportunities. They can use the portal to manage the sales and service lifecycle of vehicles and parts that they sell. Dealers can also schedule test drive and vehicle service appointments on behalf of prospects and customers.") or [Create a Customer User for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_customer_user.htm&release=264.0.0&type=5 "An automotive original equipment manufacturer (OEM) or dealership can create a customer portal using Experience Cloud and help customers manage their vehicles and parts, warranty terms, and people relationships. Customers can access information such as the list of vehicles and assets they own, manage other account and contact participants such as service technicians, sales dealers, financiers, and track the major milestones in their vehicle’s lifecycle. Customers can also schedule service appointments to repair and maintain their vehicles, and track their financial milestones, transactions, and households."). - Assign the required permission set licenses to the user. See [Experience Cloud Permission Set Licenses for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_psl.htm&release=264.0.0&type=5 "Give your partners and customers access to Automotive Cloud features with Experience Cloud sites. When you create an Experience Cloud site, you decide which features your customers or partners need access to. For example, you can provide dealers the ability to manage vehicles and track leads, but you don’t want to give them the ability to create and manage visits. Or, you want your customers to only view their household information and schedule vehicle service appointments."). - Edit the Standard Object Permissions section of the user profile by providing the required levels of read, edit, create, and delete access on objects. See [Edit Object Permissions in Profiles](https://help.salesforce.com/s/articleView?id=platform.perm_sets_object_perms_edit.htm&type=5&language=en_US). - Edit the Field-Level Security section of the user profile by providing the required levels of read,and view access for each field on the objects. See [Set Field Permissions in Permission Sets and Profiles](https://help.salesforce.com/s/articleView?id=users_profiles_fls.htm&language=en_US&type=5). - Provide partner users permissions to manage, convert, and create leads in the General User Permissions section of the user profile. See [User Permissions](https://help.salesforce.com/s/articleView?id=platform.admin_userperms.htm&type=5&language=en_US). - Create a Digital Experience site using the Automotive template. See [Create an Experience Cloud Site for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_create_site.htm&release=264.0.0&type=5 "Use Experience Cloud to give your partners or customers access to Automotive capabilities. You can use the predefined template, which includes the Automotive objects, to create a site for partners or customers. You can also use an existing site in your org, or create a site from scratch and add the Automotive objects to your Experience Cloud site."). - Add the user profile as a member of the site and activate the site. See [Create an Experience Cloud Site for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_create_site.htm&release=264.0.0&type=5 "Use Experience Cloud to give your partners or customers access to Automotive capabilities. You can use the predefined template, which includes the Automotive objects, to create a site for partners or customers. You can also use an existing site in your org, or create a site from scratch and add the Automotive objects to your Experience Cloud site."). - Use the Experience Builder to customize the pages and components of the site. See [Customize the Experience Cloud Site for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_customize_site.htm&release=264.0.0&type=5 "Add style, branding, and custom components specific to your company to an Experience Cloud site so that your partners and customers can find the right information easily. You can add additional related lists, Automotive-specific components, and tabs to the site."). - Edit sharing settings and set up sharing rules to determine record access for users. See [Object and Record Sharing with External Users for Automotive](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_sharing.htm&release=264.0.0&type=5 "Set up incremental levels of access so that external users such as your partners or customers only view the information that you want to share. You can control sharing access at the level of objects, fields, and records. Ensure that partners and customers using the Experience Cloud sites get the right level of access on relevant records."). ## Additional Configuration - Enable Chatter feed for objects that are exposed to external users. See [Chatter in Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=experience.networks_chatter.htm&type=5&language=en_US). - Enable Knowledge for Experience Cloud and allow external users to create and manage topics. See [Enable Salesforce Knowledge in Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=experience.networks_knowledge_access.htm&type=5&language=en_US). - Review the setup checklist to complete additional configurations. See [Experience Cloud Site Setup Checklist](https://help.salesforce.com/s/articleView?id=experience.networks_napili_template_setup_checklist.htm&type=5&language=en_US). - Share CRM Analytics dashboards with users. See [Enable Analytics in Your Experience Cloud Site.](https://help.salesforce.com/s/articleView?id=experience.networks_enable_wave.htm&type=5&language=en_US) - Add reports and dashboards to the site. See [Experience Cloud Sites Report and Dashboard Considerations](https://help.salesforce.com/s/articleView?id=experience.networks_analytics_limitations.htm&type=5&language=en_US).