Review the features that you must enable and the permissions you must assign to use Appraisal Management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Enable Features
Enable these features to get started with Appraisal Management. Before you enable the features as an admin, make sure you have the Automotive Foundation User permission set assigned to yourself and you have the System Administrator profile.
| Feature | Description |
|---|---|
| Setup> Feature Settings> Automotive Settings> Automotive | Turn on Automotive to access appraisal management features. |
| Setup> Feature Settings> Appraisal Management Settings> Appraisal Management | Turn on Appraisal Management to access the data model and the various records for appraisal management. |
| Setup> Feature Settings> Appraisal Management Settings> Automotive Components for Appraisal Management | Turn on Automotive Components for Appraisal Management to access the Omnistudio components such as the guided flows for appraisal management. |
Permission Sets and User Permissions
Assign permission sets to user profiles based on what their roles are.
| Roles and Responsibilites | Permission Sets |
|---|---|
| Sales Reps at Original Equipment Manufacturers | Clone the Automotive Foundation User permission set and assign the Manage Appraisals and Valuations user permission to all internal users. |