---
schema_version: "1"
id: 51aa83d3b799b0dd2a0835f542e27664000b0ba216d7534b67a0f974185a90fb
title: Prepare Your Org
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_ind_cust_engagement_setup_prep_org.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_ind_cust_engagement_setup_prep_org.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8969e7f3f74710ca025f4394a19bccc8febe755309a32ae694e0a76dc6cf0cd5
description: Before you get started with Agentforce Industries Customer Engagement, configure your org with the required licenses, prepare your data records and set up required features to use this agent.
products:
  - Automotive
release: "264"
---
# Prepare Your Org

Before you get started with Agentforce Industries Customer Engagement, configure your org with the required licenses, prepare your data records and set up required features to use this 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>

Make sure your org is provisioned with these licenses.

- AutomotiveFoundationAddOn
- AutomotiveSchedulerAddOn
- LightningSchedulerAddOn
- CriteriaBasedSearchAndFilterAddOn
- EinsteinForAutomotiveAddOn
- UniversalCreditMetering
- AgentforceEmployeeAgentAddOn

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> Lending> Digital Lending
    - Setup> Feature Settings> Lending > Vehicle and Asset Lending
    
    OR
    
    Setup> Feature Settings> Vehicle and Asset Finance
- Setup> Feature Settings> Automotive Settings> Automotive Scheduler
- Setup> Feature Settings> Criteria-Based Search and Filter Settings> Criteria-Based Search and Filter

For details about the customer data and Salesforce objects used in the template's actions, see [Agents and Data Usage](https://help.salesforce.com/s/articleView?id=ai.agent_data_usage.htm&type=5&language=en_US).

1. To use the subagents in this agent template, [enable Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5&language=en_US).
2. [Ingest external Automotive data into Data Cloud](https://help.salesforce.com/s/articleView?id=ind.auto_data_cloud_ingest_data.htm&type=5&language=en_US).
3. To search for vehicles and vehicle definitions, make sure you have set up a criteria-based search and filter configuration for the Vehicle Definition Searchable Field object. For more information, see [Set Up Vehicle Inventory Search](https://help.salesforce.com/s/articleView?id=ind.auto_search_configure_parent.htm&type=5&language=en_US).
4. To search for dealers, make sure you have set up criteria-based search and filter configurations for the Dealer Product Searchable Field and the Dealer Vehicle Definition Searchable Field objects. For more information, see [Set Up Dealer Search](https://help.salesforce.com/s/articleView?id=ind.auto_dealer_search_configure_parent.htm&release=264.0.0&type=5 "Set up Criteria-Based Search and Filter features in Automotive Cloud to help users search and filter dealer and associated inventory data. Design your own search experience by using the Dealer Product Searchable Field and Dealer Vehicle Definition Searchable Field objects that combine fields from multiple objects to create a searchable inventory data set. Users can quickly view the dealerships available at required locations for service or purchases related to vehicles and products.").
5. Set up the Automotive Scheduler to schedule test drives and service appointments. See [Set Up Appointment Scheduling in Automotive Cloud](https://help.salesforce.com/s/articleView?id=ind.auto_configure_scheduler_parent.htm&type=5&language=en_US).