Assign permission sets to your Customer Community Plus users and admins, and grant the object permissions and field-level security that the agent's service process requires.
Required Editions
| User Permissions Needed |
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| To assign permission sets: Assign Permission Sets AND View Setup and Configuration |
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Assign these permission sets to Customer Community Plus users.
- Automotive Foundation for Experience Cloud
- Automotive Scheduler for Experience Cloud
- Criteria-Based Search and Filter for Experience Cloud
- Industry Service Excellence
- Partner Lead Management for Experience Cloud
- Salesforce Scheduler Greeter
- Prompt Template User
- Unified Catalog Community User
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Assign these permission sets to admins who install and configure the agent.
- Automotive Foundation User or the Manufacturing permission set license
- Industry Service Excellence
- Unified Catalog Admin
- Context Service Admin
- Context Service Runtime
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On the Customer Community Plus user profile, grant these object permissions.
Object Access Case Create, Read, and Edit Price Book Read Appointment Topic Time Slot Read Service Territory Read Vehicle Definition Searchable Field Read Dealer Product Searchable Field Read Dealer Vehicle Definition Searchable Field Read Work Type Create, Read, and Edit -
Configure field-level security on the Customer Community Plus user profile for these objects
and fields.
Object Fields Case Case Source Vehicle Definition Searchable Field All fields Dealer Vehicle Definition Searchable Field All fields Dealer Product Searchable Field All fields Vehicle Model Year, Last Odometer Reading Unit of Measure, and Exterior Color Quote All fields Time Slot Max Appointments