---
schema_version: "1"
id: 34b9586dbf12ee94574cf0cdfd96a0563ca78a9d0af52bb3a7dd636b2bb8e195
title: "Subagent: Dealer Search Test Drive"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_dealer_search_test_drives_agent_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_dealer_search_test_drives_agent_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c7d1b71090517d4db4667534c0a71bce4533b750b4dfd97601abbc1b93b99cdf
description: Sales or service representatives in an automotive company can use the Dealer Search Test Drive subagent to search for location-based dealerships on behalf of customers, summarize dealers, capture opportunities, and schedule test drives.
products:
  - Automotive
release: "264"
---
# Subagent: Dealer Search Test Drive

Sales or service representatives in an automotive company can use the Dealer Search Test Drive subagent to search for location-based dealerships on behalf of customers, summarize dealers, capture opportunities, and schedule test drives.

### 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>

## Subagent Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">DealerSearchTestDrive</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_dealer_for_srch_criteria.htm&amp;type=5&amp;language=en_US" target="_blank">Get Dealers for Search Criteria</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_record.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Record</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&amp;type=5&amp;language=en_US" target="_blank">Get Record Details</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;type=5&amp;language=en_US" target="_blank">Identify Record By Name</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_create_opp_and_opp_prodt.htm&amp;type=5&amp;language=en_US" target="_blank">Create Opportunity and Opportunity
                    Product</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_sched_auto_appt.htm&amp;type=5&amp;language=en_US" target="_blank">Schedule Automotive Appointment</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;type=5&amp;language=en_US" target="_blank">Query Records</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_avl_appt_slots.htm&amp;type=5&amp;language=en_US" target="_blank">Get Available Appointment Slots</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_veh_for_cust.htm&amp;language=en_US" target="_blank">Get Vehicles for a Customer</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Considerations

- This subagent uses the Data Processing Engine definition, Update Dealer Vehicle Definition Searchable Field Values. Admin users must enable field-level security for the Dealer Vehicle Definition Searchable Field object manually before running this Data Processing Engine.
- Admins must set up the pick-list values for Sales and Service in the Seller Role field in the Seller Product object used by this subagent.
- Each account record must have separate Business Profile and Service Territory records.
- Users must create two active work type groups for Vehicle Service and Test Drive with specified categories.
- The Seller Product must have active records. Customers can add validations for the Start Date and End Date fields on this object if required.
- The Street, City, Country, and Pincode fields in the service territory address must be populated. The Service Territory Address field should be selected as Relative Location field in the distance criteria.
- In the Criteria-Based Search and Filter search configuration created for the Dealer Vehicle Definition Searchable Field object, the following fields should be selected as the criteria fields: Account ID, Make Name, Model Name, Seller Role, Test Drive, Vehicle Definition, and Vehicle Service Type.

## Examples of Utterances That Trigger This Subagent

- “Fetch me dealers for Neogen XZ for a test drive at Los Angeles 90899”

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_example.png)

Example Here’s how sales and service representatives at automotive companies can book a test drive appointment with a dealer.<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88301e205">Instructions</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88301e208">Example Utterance or User Input</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88301e211">Agent response</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d88301e214">Standard Action Engaged</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">
                  <p dir="ltr">Book a test drive appointment with a dealer for a vehicle.</p>
                  <div>
                    <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png" alt="Note"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The agent will prompt the user to mention the city name and postal code if
                          not already mentioned in the utterance.</div>
                      </div>
                    </div>
                  </div>
                </td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">"Fetch me dealers for Neogen XZ for a test drive at California
                  96162"</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent shows a list of dealers for user selection.</td>

                <td data-label="Standard Action Engaged" dir="ltr" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d88301e214 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_dealer_for_srch_criteria.htm&amp;type=5&amp;language=en_US" target="_blank">Get Dealers for Search Criteria</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">
                  <p dir="ltr">Select the relevant dealer.</p>
                  <div>
                    <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png" alt="Note"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The agent shows five dealers at a time in response to a user utterance. If
                          there are more than five available dealers for a specified location, the user
                          will be prompted to refine their search criteria. For example, “Fetch me dealers
                          for a Neogen XZ with manual transmission for a test drive at California
                          96162”</div>
                      </div>
                    </div>
                  </div>
                </td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">California Neogen Dealers</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent shows a list of available test drive models at the selected
                  dealer location for user selection.</td>

              </tr>
              <tr class="">
                <td data-label="Instructions" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">Select the relevant test drive vehicle model.</td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">Neogen XZ BXi Petrol Manual</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent asks for customer account details.</td>

                <td data-label="Standard Action Engaged" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e214 "><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;type=5&amp;language=en_US" target="_blank">Identify Record By Name</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">Enter the relevant customer account.</td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">“John Doe”</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent creates an opportunity and opportunity product for the
                  customer and vehicle, and asks for confirmation of a work type.</td>

                <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e214 ">
                  <p dir="ltr"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_create_opp_and_opp_prodt.htm&amp;type=5&amp;language=en_US" target="_blank">Create Opportunity and Opportunity
                      Product</a></p>
                  <p dir="ltr">AND</p>
                  <p style="margin-bottom:0;" dir="ltr"><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;type=5&amp;language=en_US" target="_blank">Query Records</a></p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Instructions" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">Select the relevant work type.</td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">Test Drive</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent shows a list of available slots for the test drive
                  appointment.</td>

                <td data-label="Standard Action Engaged" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e214 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_get_avl_appt_slots.htm&amp;type=5&amp;language=en_US" target="_blank">Get Available Appointment Slots</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e205 ">Select a preferable time slot.</td>

                <td data-label="Example Utterance or User Input" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e208 ">“August 13, 2025: 12:30PM - August 13, 2025: 1:30PM”</td>

                <td data-label="Agent response" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e211 ">The agent creates a service appointment record and shows the
                  details.</td>

                <td data-label="Standard Action Engaged" dir="ltr" class="slds-cell-wrap" style="vertical-align:top;" headers="d88301e214 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_auto_sched_auto_appt.htm&amp;type=5&amp;language=en_US" target="_blank">Schedule Automotive Appointment</a></td>

              </tr>
            </tbody>
          </table>

Draft and send emails to a customer to inform them of a scheduled test drive appointment by selecting the option from the action recommendations on the Agentforce window.