---
schema_version: "1"
id: 5227cefe1c1197d0db1238a47328596b8997c8817e5b30d98340c49632f5f82c
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_warranty_claims_mgmt_setup_prep_org.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_warranty_claims_mgmt_setup_prep_org.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b712b0531cd709c8db106920c03fd61b9dc216364a31402a18f108b051726f8e
description: Before you get started with Agentforce Automotive Warranty Claims Assistance, 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 Warranty Claims Assistance, 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
- WarrantyLifecycleMgmtAddOn
- 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> Manufacturing> Warranty Lifecycle Management

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. Set up [asset](https://help.salesforce.com/s/articleView?id=ind.auto_create_assets.htm&type=5&language=en_US) records.
2. Set up [warranty term](https://help.salesforce.com/s/articleView?id=ind.auto_warrantycreate_warranty_terms_in_automotive_cloud.htm&type=5&language=en_US) records.
3. Set up [asset warranty](https://help.salesforce.com/s/articleView?id=ind.auto_warrantycreate_asset_warranties_in_automotive_cloud.htm&type=5&language=en_US) records to associate the warranty terms and assets.
4. Set up [warranty term coverages](https://help.salesforce.com/s/articleView?id=ind.auto_warrantycreate_warranty_term_coverages_in_automotive_cloud.htm&type=5&language=en_US).
    
    Make sure to associate the non-serializable products to the warranty term coverages, if any.
5. Set up [Claim](https://help.salesforce.com/s/articleView?id=ind.auto_warrantyclaims_in_automotive_cloud.htm&type=5&language=en_US), [Claim Item](https://help.salesforce.com/s/articleView?id=ind.auto_warrantyclaim_items_in_automotive_cloud.htm&type=5&language=en_US), [Claim Coverage](https://help.salesforce.com/s/articleView?id=ind.auto_warrantyclaim_coverages_in_automotive_cloud.htm&type=5&language=en_US), and [Claim Coverage Payment Detail](https://help.salesforce.com/s/articleView?id=ind.auto_warrantyclaim_coverage_payment_details_in_automotive_cloud.htm&type=5&language=en_US) records.
6. Configure field-level security for the Participant Account field on the Claim Participant object.
    1. In Setup, go to **Object Manager**.
    2. In the Quick Find box, enter Claim Participant, and then select **Claim Participant**.
    3. Select **Fields & Relationships**.
    4. Select **Participant Account**, and click **Set Field-Level Security**.
    5. Select **Visible** for the profiles.
    6. Save your changes.
7. Set up Warranty Management Lifecycle in Automotive Cloud.
    
    See [Manage Warranties and Claims in Automotive Cloud](https://help.salesforce.com/s/articleView?id=ind.auto_warranty_claims_parent.htm&type=5&language=en_US).