Before you get started with Agentforce Asset Service Management, configure your org with the required licenses, prepare your data records and set up required features to use this 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. |
Make sure your org is provisioned with these licenses.
- AutomotiveFoundationAddOn
- AutomotiveSchedulerAddOn
- LightningSchedulerAddOn
- EinsteinForAutomotiveAddOn
- UniversalCreditMetering
- AgentforceEmployeeAgentAddOn
- GenieDataPlatformStarter
- CdpSegmentsActivationsCard
Make sure these features are enabled.
- Setup> Feature Settings> Automotive Settings> Automotive
- Setup> Feature Settings> Automotive Generative AI
- Setup> Feature Settings> Automotive Generative AI> Automotive Agents
- Setup> Feature Settings> Automotive Settings> Automotive Scheduler
For details about the customer data and Salesforce objects used in the template's actions, see Agents and Data Usage.
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Enable data cloud and ingest external Automotive data into Data Cloud.
Configure and enable the Asset object and related data such as Work Type, Product Required, Asset Warranty, Work Order, Quote, and Price Book. Include telemetry and service data on asset records for accurate estimation and summarization.
- Enable Quote settings.
- Set up the Automotive Scheduler to schedule test drives and service appointments. See Set Up Appointment Scheduling in Automotive Cloud.