---
schema_version: "1"
id: 5c18aa7b717e4221ce3e1e1cf421713f7278f65684ce3b324498f7a2c686e159
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_sales_assistance_setup_prep_org.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_ind_sales_assistance_setup_prep_org.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b437cf8876223436afe7931b71f9beebebfb4c720db15cbe09f10ce515e04eda
description: Before you get started with Agentforce Automotive Sales Concierge, 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 Automotive Sales Concierge, 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
- CriteriaBasedSearchFilterAddOn
- ManufacturingPartnerLeadMgmtAddOn
- 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> Automotive Settings> Automotive Scheduler
- Setup> Feature Settings> Appraisal Management Settings> Appraisal Management
- Setup> Feature Settings> Manufacturing> Partner Lead Management
- Setup> Feature Settings> Criteria-Based Search and Filter Settings> Criteria-Based Search and Filter
- Setup> Feature Settings> Quote Settings> Enable Quotes

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 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.").
2. 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 Definition Search](https://help.salesforce.com/s/articleView?id=ind.auto_search_configure_veh_def_searchable_field_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 vehicle definition data. Design your own search experience by using the Vehicle Definition Searchable Field object that combine fields from multiple objects to create a searchable inventory data set. Decide which fields to use as query criteria, which fields to use for result display, and which fields to use to sort and aggregate the results.").
3. Set up products and parts for vehicles, see [Add Components to Product Bundles in Automotive Cloud](https://help.salesforce.com/s/articleView?id=ind.auto_product_related_component.htm&type=5&language=en_US).
4. Set up Seller Product and Service Territory records with valid address values for street, city, and postal code.
5. Set up required picklist values for fields on objects for Appraisal Management from Object Manager. For examples of picklist values, see [Custom Picklist Values for Appraisal Management](https://help.salesforce.com/s/articleView?id=ind.auto_tam_setup_custom_picklist_values.htm&type=5&language=en_US).
6. Set up the Appointment Scheduling for Automotive 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).