---
schema_version: "1"
id: 3a8af3b505744f49d763ee038818a01deda10e86f8b2cf9ea0b00b9fc9225c15
title: Set Up Agentforce for Asset Finance Management for Customers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_asset_fin_mgmt_for_cust_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0c3bc448e0acd64f87f07ffb966c4952097ca26ccfa0791f2c32f4fdd5d100e4
description: Get your Asset Finance Management for Customers agent up and running. Prepare your Salesforce org, configure necessary user permissions, and set up your agent.
products:
  - Automotive
release: "264"
---
# Set Up Agentforce for Asset Finance Management for Customers

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

<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>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

- **[Prepare Your Org](https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_setup_prep_org.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_perms.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_create_agent.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_deploy_to_exp_cloud.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_for_cust_deploy_to_whatsapp.htm&release=264.0.0&type=5)**  
    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.