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            Considerations for Setting Up Revenue Management for Agentforce Financial Services

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            3. Financial Services Cloud Admin Guide

            Considerations for Setting Up Revenue Management for Agentforce Financial Services

            Keep in mind these considerations when setting up Revenue Management for Agentforce Financial Services.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Agentforce Financial Services is enabled.
            • Give Analytics Integration users access to all the fields that are used in the app. When you’re setting up objects and fields or creating categories, you can see only those fields that the Analytics Integration users have access to.
            • To create a CRM Analytics app from the guided setup, the Agentforce Financial Services managed package must be installed in your org.
             
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