---
schema_version: "1"
id: 292fc56dfb7fe279368bd0e1fb859f48906688d61a4c65ffc8a200a337195f25
title: Schedule Test Drives for Your Prospects as a Partner User
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_scheduler_dealer_test_drive.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_scheduler_dealer_test_drive.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e21076796fa2185eaa4fb79a381b9285d6ffc94d69f5907cb2ba9764fe48c8e4
description: As a partner user, you can schedule test drive appointments for prospects such as leads and opportunities from an Experience Cloud site. Test drive appointments help you qualify leads quicker, and convert the opportunities into new forms of revenue. You can schedule a test drive appointment using the OmniScript-based guided flow that automatically detects your partner location based on the service territory linked to the account’s business profile. The wizard also identifies the unique test drive work type group associated with the service territory and filters the list of available service resources and time slots. You can then select the test drive vehicle, service representative, and time slot based on the prospect’s preferences.
products:
  - Automotive
release: "264"
---
# Schedule Test Drives for Your Prospects as a Partner User

As a partner user, you can schedule test drive appointments for prospects such as leads and opportunities from an Experience Cloud site. Test drive appointments help you qualify leads quicker, and convert the opportunities into new forms of revenue. You can schedule a test drive appointment using the OmniScript-based guided flow that automatically detects your partner location based on the service territory linked to the account’s business profile. The wizard also identifies the unique test drive work type group associated with the service territory and filters the list of available service resources and time slots. You can then select the test drive vehicle, service representative, and time slot based on the prospect’s preferences.

### 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: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55386e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55386e63 ">To schedule a test drive:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55386e63 ">Create access on Service Appointment</td>

          </tr>
        </tbody>
      </table>

Make sure the business profile record associated with the partner’s account is linked to a service territory. Also, make sure only one active work type group record of category Test Drive is linked to that service territory.

1. Log in to the Experience Cloud site with your credentials.
2. From the navigation menu, click **Prospects**, and select **Leads** or **Opportunities** based on your requirement.
3. Open a lead or an opportunity from the list view.
4. Click ![Quick Actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_dropdown.png) and click **Schedule Test Drive**.
5. Select a vehicle that matches your prospect’s preference.
    
    All asset-type service resources for the partner’s service territory are displayed.
6. Click **Next**.
7. Select a service representative who assists with the test drive.
    
    All technician-type service resources for the partner’s service territory are displayed.
8. Click **Next**.
9. Select a date and time when the test drive appointment is scheduled.
    
    The time slots displayed are based on the combined availability of the service representative and the vehicle.
10. Click **Next**.
11. Review the appointment details and enter notes if necessary.
12. To complete the booking, click **Confirm**.
    
    If the appointment is scheduled, you see a confirmation message on the next screen.

You can go to Appointments from the home page of the Experience Cloud site to view the list of scheduled appointments.