---
schema_version: "1"
id: 2ef8850d55cdc5970b46b92f57d3b51deaed3a3186bcacbb97239007fc240975
title: Use Prebuilt Flows for Fleet Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_fleet_prebuilt_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_fleet_prebuilt_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d3ade8d479f2810dfc6cd11ba58682f123214dbbb0d4580c939f5efff8955f6
description: Associate vehicles or assets to a new fleet or an existing fleet, from a fleet record page, or an asset or vehicle list view using a prebuilt screen flow. Search for vehicles using Criteria-Based Search and Filter and assign them immediately to an existing fleet based on the search result. Optimize workflows for fleet managers and inventory specialists.
products:
  - Automotive
release: "264"
---
# Use Prebuilt Flows for Fleet Management

Associate vehicles or assets to a new fleet or an existing fleet, from a fleet record page, or an asset or vehicle list view using a prebuilt screen flow. Search for vehicles using Criteria-Based Search and Filter and assign them immediately to an existing fleet based on the search result. Optimize workflows for fleet managers and inventory specialists.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d124128e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124128e71 ">To enable the prebuilt work flows</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124128e71 ">
              <ul>
                <li>Automotive Foundation User permission set</li>

                <li>Fleet Management</li>

              </ul>
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## Set Up Flows for Fleet Management

1. Set up the flows for vehicle or asset list view pages.
    1. In Setup, in the Quick Find box, search for and select **Flows**.
    2. Go to the Manage Fleet Vehicles flow and from the drop down, select **View Details and Versions**.
    3. From the Flow Detail section, copy the value in the URL field.
    4. Go to Object Manager.
    5. Search for and select **Vehicle**.
    6. Select **Buttons, Link and Actions**.
    7. Click **New Button or Link**.
    8. Enter the label Add Vehicles To Fleet.
        
        The Name field is automatically populated.
    9. For Display Type, select **List Button**, and select **Display Checkboxes (for Multi-Record Selection)**.
    10. For Behavior, select **Display in existing window with sidebar**.
    11. For Content Source, select **URL**.
        
        Concatenate `?retURL=0vL/o` optionally after the flow URL if you want the screen flow to return to the Vehicle list view page after fulfillment. See [Customize a Flow URL to Control Finish Behavior](https://help.salesforce.com/s/articleView?id=platform.flow_distribute_internal_url_returl.htm&type=5&language=en_US).
    12. Enter the copied URL from step 3. in the URL text box.
    13. Save your changes.
    14. Now, select **List View Button Layout** from the navigation menu.
    15. From the drop down, click **Edit**.
    16. Move your created button from Available Buttons to Selected Buttons.
    17. Save your changes.
    18. Similarly, configure the flow for the Asset list view page by copying the URL of the **Manage Fleet Assets** flow and changing the label of the button to Add Assets To Fleet
        
        Concatenate `retURL=02i/o` optionally after the flow URL if you want the screen flow to return to the Asset list view page after fulfillment. See [Customize a Flow URL to Control Finish Behavior](https://help.salesforce.com/s/articleView?id=platform.flow_distribute_internal_url_returl.htm&type=5&language=en_US).
2. Set up the flows for Criteria-Based Search and Filter.
    1. In Setup, in the Quick Find box, search for and select **Criteria-Based Search and Filter**.
    2. Go to the Action Configuration tab.
    3. Click **New**.
    4. Enter a name, such as Add Vehicles To Fleet or Add Assets To Fleet as required.
    5. For Action Scope, select **Global**.
    6. For Action Type, select **FlowDefinition**.
    7. For Action Reference, select the flow **Manage Fleet Vehicles** or **Manage Fleet Assets**, as required.
    8. Save your changes.
    9. Add this Action to a search criteria configuration as required.
        
        See step 13. in[Create a Search Criteria Configuration for Vehicle Inventory](https://help.salesforce.com/s/articleView?id=ind.auto_search_setupconfigure_a_vehicle_inventory_search_configuration.htm&type=5&language=en_US).

## Add Vehicles or Assets to Fleets from the Vehicle or Asset List View Page

1. From the App Launcher, search for and select **Vehicles**.
2. Select the vehicles to add to a fleet.
3. Click **Add Vehicles To Fleet**.
4. Select whether you want to add the vehicles to a new or existing fleet.
5. Click **Next**.
6. Enter the fleet details as required.
7. Click **Next**.
8. Enter the effective dates and status for your fleet asset attributes.
9. Click **Add To Fleet**.
10. Repeat the same to add Assets to a fleet from the Asset List View page.

## Add Vehicles or Assets to Fleets from the Fleet Record Page using Criteria-Based Search and Filter

1. From the App Launcher, search for and select **Fleets**.
2. Open a fleet record page.
3. On Vehicle Search, enter a search criteria.
4. From the results, select the vehicles you want to add to the fleet.
5. Click **Add Vehicles To Fleet**.
    
    Make sure the selected vehicle searchable field records have an asset associated with them before adding them to a fleet.
6. Enter the effective dates and status for your fleet asset attributes.
7. Click **Add To Fleet**.
8. Similarly, add assets to fleets.