
Learn from a seasoned Salesforce consultant with real-world cloud deployments across sales, service, marketing, health, automotive, and net zero cloud, plus a proven teaching track record.
In this enlightening session, we'll dive into the dynamic landscape of the automotive industry. We'll begin by exploring the current challenges faced in this ever-evolving market, shedding light on the complexities of the car buyer journey.
We'll also delve into the importance of satisfaction and customer experience studies, understanding how they impact the automotive business.
As we transition into the heart of the session, we'll introduce you to the Salesforce Automotive Cloud—a revolutionary tool designed to address these challenges head-on.
In this session, we'll uncover the essential information about Salesforce Automotive Cloud. Discover when this groundbreaking solution was created and the driving forces behind its development.
In this brief 2-minute session, we'll provide a rapid-fire overview of the core features that define Salesforce Automotive Cloud. Get ready for a whirlwind tour of the platform's key capabilities, presented as quick bullet points.
Learn how experience cloud sites let administrators create a customizable dealer console where leads, opportunities, visits, service appointments, work orders, cases, and vehicle data are managed in one place.
Explore the vehicle console in Salesforce Automotive Cloud, from the VIN and real-time status banner to assets, warranties, appointments, and vehicle history, with alerts and a timeline.
In this session, we'll introduce you to Automotive Lead Management—a vital component of Salesforce Automotive Cloud.
In this session, we'll explore Household Management, a critical aspect of Salesforce Automotive Cloud. Through a brief overview, we'll shed light on the purpose and functions of Household Management. with a live scenario
In this session, we'll unveil the Automotive Data Foundation—an indispensable cornerstone of Salesforce Automotive Cloud.
In this session, we'll dive into the Partner Performance Manager—an integral component of Salesforce Automotive Cloud. Through a succinct overview, we'll provide insights into the role and functionality of the Partner Performance Manager.
In this session, we'll demystify the Automotive Cloud Data Model—an essential framework within Salesforce Automotive Cloud. Through a concise overview, we'll provide insights into the structure and significance of this data model.
In this session, we'll guide you through the process of requesting your free trial org for Salesforce Automotive Cloud. You'll learn how to initiate the trial, provide necessary information, and gain access to a fully functional trial environment. This is your first step towards exploring the capabilities of Salesforce Automotive Cloud and experiencing its benefits firsthand.
In this session, we'll walk you through the essential steps for accessing and managing your Automotive Cloud login and licenses. You'll learn how to log in to the platform, understand the types of licenses available, and how to allocate them effectively within your organization. Whether you're an admin or a user, this session will help ensure a smooth and optimized experience with Salesforce Automotive Cloud.
In this session, we'll explore the crucial aspects of setting up profiles and users in Salesforce Automotive Cloud. You'll learn how to create and manage user profiles, assign roles and permissions, and define personas to align with your automotive business needs. Understanding these fundamentals is key to optimizing the user experience and ensuring that each user has the right access and functionality tailored to their role.
In this comprehensive session, we'll guide you through the 20 essential steps to enable Salesforce Automotive Cloud. This roadmap will cover everything from initial setup to advanced configurations, ensuring that you're fully equipped to make the most of this powerful tool.
Enable a new persons account in Salesforce by acknowledging org impacts, creating B2B and B2C record types, and configuring layouts before activation.
Enable interest tags in automotive cloud by turning on topics for objects, assigning interest tags and permissions, and configuring layout; users now have access.
Access knowledge settings in the service cloud for automotive, enable knowledge for lightning knowledge, and activate digital experiences to use Experience Cloud.
Enable automotive settings and the automotive scheduler, turn on Omnystudio runtime and settings, and activate multi-resource scheduling by enabling event management, block resource availability appointments, and operating hours.
In this session, we'll delve into the crucial topic of identity verification for customers and dealers within Salesforce Automotive Cloud. You'll gain insights into the methods and tools available for verifying the identities of these key stakeholders in the automotive ecosystem. We'll explore how identity verification contributes to enhanced security and trust in your interactions with customers and dealers. Whether you're a dealer manager or a customer support agent, this session will equip you with the knowledge to ensure secure and reliable transactions.
In this session, we'll dive into the powerful feature of Timelines within Salesforce Automotive Cloud. You'll discover how Timelines allow you to efficiently track and manage the activities of both dealers and customers on a chronological timeline. We'll explore the benefits of this visual representation, providing you with a comprehensive understanding of how it streamlines communication, engagement, and follow-ups in the automotive industry.
In this session, we'll explore the Action Launcher feature within Salesforce Automotive Cloud. You'll discover how this tool empowers you to efficiently address and resolve customer and dealer requests in a streamlined manner. We'll delve into the functionalities of the Action Launcher, providing insights into how it enhances response times, communication, and overall customer satisfaction.
In this session, we'll explore the intricacies of how vehicles and assets are related within Salesforce Automotive Cloud. You'll gain insights into the connection between these two critical elements and how their relationship is managed to optimize asset tracking, maintenance, and overall operational efficiency.
Whether you're an asset manager, a vehicle specialist, or an administrator, this session will provide you with a comprehensive understanding of how to navigate and leverage the relationship between vehicles and assets.
Explore the vehicle console in automotive cloud for 360 view of specific vehicle, showing the vehicle identification number, odometer, owner, status, dealer location, and related assets and service appointments.
Explore how automotive cloud events and milestones capture life events, asset milestones, and business milestones for vehicle contacts and accounts, enabling follow-up actions, business processes, and reports.
Configure live events and milestones across assets, accounts, and vehicles, capturing life events like birth and graduation to drive follow-ups and reports, and customize milestone icons in setup.
Configure interactive vehicle asset timelines in automotive cloud to display asset warranties, asset account participants, and asset milestones, plus related objects such as locations or vehicle definitions.
Configure relationship cards in automotive cloud to display key stakeholder information for a vehicle’s life cycle, then add the card to a page layout and tailor fields from related objects.
Configure an actionable relationship center graph for vehicles to visualize vehicle records, assets, and related stakeholders, enabling a 360 view of vehicle relationships on the service console.
Configure interest tags in automotive cloud to capture customer preferences via a global repository, enable tagging on accounts and vehicles, and set topics permissions (assign, create, delete, edit).
In this session, we'll explore the concept of Vehicle Inventory Search within Salesforce Automotive Cloud. You'll gain a clear understanding of how this feature enables you to efficiently search and filter vehicle inventory data based on multiple criteria.
Explore Salesforce vehicle inventory search by brand, classification, status, color, fuel type, range, model, and location, with configurable criteria.
In this session, we'll guide you through the step-by-step process of configuring Vehicle Inventory Search within Salesforce Automotive Cloud. You'll learn how to set up this feature to efficiently search and filter vehicle inventory data based on your specific criteria.
Explore warranties in automotive cloud by mapping vehicle and asset objects to products, and detailing asset warranties with warranty terms and term coverage for labor, parts, and exchanges.
Explore warranties from a vehicle console by selecting a vehicle such as the Yureka black, then view asset warranties, warranty numbers, and the engine's five-year warranty term.
Explore how to create and manage warranty claims in Salesforce automotive cloud, including claims with multiple items, status progression from draft to approved, and attaching asset warranties and vehicles.
Learn to create a dealer site in Salesforce automotive cloud, from scratch or a template, using the digital experiences builder to configure columns, styles, and content.
Edit a site panel by adding and fitting an image, and adjust the hero width and height. Create new menus to customize content and navigation in Experience Cloud.
In this chapter, we'll delve into Salesforce Scheduler for Automotive, a powerful tool designed to streamline appointment scheduling and test drives within the automotive industry. You'll gain a comprehensive understanding of how this feature optimizes the scheduling process, allowing you to efficiently manage appointments and enhance customer experiences.
Set up the Salesforce automotive scheduler by creating a permission set for sales representatives, configuring object settings, and assigning resources, operating hours, absences, and service territories.
Set up operating hours and time slots in automotive cloud, defining 8 am–8 pm daily for vehicle services and accessories fitment, and establish a concurrent appointment window of 12 am–2 am.
Create and configure service territories in automotive cloud, including California and Boston with active conventional operating hours, and set up a service appointment location.
In this session, we'll walk you through the process of creating service appointments within Salesforce Automotive Cloud. You'll learn how to efficiently schedule and manage service appointments, ensuring that vehicles receive the maintenance and care they need.
Whether you're a service agent, a service manager, or a customer support representative, this session will provide you with the skills and knowledge to create service appointments seamlessly.
Are you ready to become a Salesforce Automotive Cloud expert? Welcome to "Master Salesforce Automotive Cloud Winter '23 (September)," the comprehensive course that will transform you into a skilled user and administrator of this cutting-edge platform!
In this 4-hour journey, you will dive deep into the world of Salesforce Automotive Cloud, gaining a solid understanding of its fundamentals and features. Whether you're new to Salesforce or looking to expand your knowledge, this course is designed to cater to all levels of expertise.
What You'll Learn:
Salesforce Automotive Cloud Basics: We'll start from the ground up, ensuring you have a strong foundation in understanding how Salesforce Automotive Cloud revolutionizes the automotive industry.
Key Features and Functionalities: Explore every nook and cranny of Salesforce Automotive Cloud, from customer data management to vehicle insights and claims processing.
Hands-On Application Setup: Put your learning into action as you learn to set up your very own Salesforce Automotive Cloud application. Practical exercises and demonstrations will guide you every step of the way.
By the end of this course, you'll have the knowledge and skills to confidently navigate Salesforce Automotive Cloud, optimize its features for your specific needs, and create your own tailored applications.
Why This Course:
Winter '23 Update: Stay up-to-date with the latest Salesforce Automotive Cloud features and enhancements introduced in the Winter '23 release.
Real-World Application: Gain practical insights and expertise that you can apply immediately in your automotive business or career.
Interactive Learning: Engage with hands-on exercises and demonstrations that reinforce your understanding.
Lifetime Access: Enjoy lifetime access to course materials and updates, ensuring you stay current with the evolving Salesforce ecosystem.