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Configure User Permissions for Automotive Sales Concierge for Partners

Assign the required permissions to users for enabling the Automotive Sales Concierge for Partners 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.
User Permissions Needed
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration
  1. Assign permission set licenses.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Select a user.
    3. In the Permission Set Assignments related list, click Edit Assignments.
    4. Under Available Permission Sets, select Automotive Foundation for Experience Cloud, Automotive Scheduler for Experience Cloud, Criteria Based Search and Filter for Experience Cloud, Data Pipelines Base User, CRM Analytics Plus Admin, Prompt Template User permission sets, and then click Add.
    5. Save your changes.
  2. Assign object permissions.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Select the partner user profile that you're editing, and click Edit.
    3. Note
      Note While these configurations are required for a new org, ensure you modify them for established orgs based on the specific objects and fields introduced by existing licenses.
      Under Standard Object Permissions, locate these objects and assign the following access.
    Object Access
    Price Book Read
    Vehicle Definition Searchable Field Read
    Dealer Product Searchable Field Read
    Opportunity Create, Read, Update
    Quote Create, Read, Update, Delete
    Appointment Topic Time Slots Read
    Work Type Read
    Work Type Group Read
    Service Appointment Create, Read, Update
    Service Territories Read
  3. Configure field-level security.
    1. In Setup, go to Object Manager.
    2. In the Quick Find box, enter the name of the object, and then select the object.
    3. Select Fields & Relationships.
    4. Select Type, and click Set Field-Level Security.
    5. Note
      Note While these configurations are required for a new org, ensure you modify them for established orgs based on the specific objects and fields introduced by existing licenses.
      Select Visible and deselect Read-Only for the profiles for the following fields on the following objects and save your changes.
    Object Fields
    Vehicle Definition Searchable Field All fields
    Dealer Product Searchable Field All fields
    Price Book Entry All fields
    Opportunity Product Total Price
    Vehicle Model Year, Last Odometer Reading, Model Name, Make Name, Odometer Reading Unit of Measure, Exterior Color, Current Owner, Trim Level, Manufactured Date
    Quote All fields
    Quote Line Item All fields
    Time Slots Max Appointments
    Business Profile Service Territory