Get your Asset Finance Management for Customers agent up and running. Prepare your Salesforce org, configure necessary user permissions, and set up your agent.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
- Prepare Your Org
Before you get started with Asset Finance Management for Customers, configure your org with the required licenses, prepare your data records and set up required features to use this agent. - Configure User Permissions for Asset Finance Management for Customers
Assign the required permissions to users for enabling the Asset Finance Management for Customers agent. - Create an Agent from an Agentforce Asset Finance Management for Customers Template
Use the Asset Finance Management for Customers agent template to quickly build an agent that autonomously handles financial service processes for Automotive loans, leases, and financial accounts that customers can access from an Experience Cloud site. - Deploy Asset Finance Management for Customers to Experience Cloud Site
Make your Asset Finance Management for Customers agent available to customers directly on your Experience Cloud site. Configure chat and routing settings to handle incoming inquiries, and use a deployment to embed the messaging experience for your customers. - Connect Asset Finance Management for Customers to WhatsApp
Expand your service capabilities by connecting your Asset Finance Management for Customers agent to WhatsApp. Configure an Enhanced WhatsApp channel and routing logic to let customers interact with your agent directly from their preferred messaging app.