Get your agent up and running. Prepare your Salesforce org, configure user permissions, install the Sales Concierge service process, and create the 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. |
- Prepare Your Org
Provision the required licenses, turn on Automotive settings, and create the dealer, vehicle, and catalog records that the agent uses. - Configure User Permissions for Automotive Sales Concierge for Customers
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. - Install the Sales Concierge Service Process Template
Activate the service process template from Unified Catalog, then copy its Product2 record ID. You replace placeholders in the Sales Concierge flows with this ID. - Clone and Update Sales Concierge Flows
Replace the service process ID and header image URL placeholders in the flows, and configure the case-creation email. The cloned Get Request Type flow overrides the original. - Create an Agent from the Automotive Sales Concierge for Customers Template
Build an Agentforce Service agent with the CC Plus template, then add the Automotive Sales Concierge For CC Plus topic so logged-in customers can search vehicles and complete sales requests.