Link a dealer’s business profile to a service territory so that you can track the
dealer’s location. The scheduling flow in Automotive Cloud identifies the business profile related
to a dealer account when a user from that dealership schedules a test drive or a vehicle service
appointment from the Experience Cloud site. Depending on the dealer’s service territory related to
their business profile, the scheduling flow automatically detects the dealer’s location and shows
only the relevant resources and time slots for that territory.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To select service territory for a business profile: |
Create access on Service Territory and Business Profile |
Before you get started, create a business profile for a dealer account, and make
sure your admin has added the Service Territory field on the Business Profile record page.
-
From the App Launcher, find and select Business Profiles.
-
Open a business profile record and go to Details.
-
For Service Territory, search for and select the name of the territory where the dealer
operates from.
-
Click Save.
