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            Get Started with Agentforce Financial Services for Service Process Automation

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Get Started with Agentforce Financial Services for Service Process Automation

            Service Process Automation lets you deploy prebuilt service processes for common service requests with ease. By using Service Process Studio, you can build a process quickly with low code or no code. With Data Consumption Framework, you can make API calls to external banking systems with high-performance integrations. Service Process Automation offers features beyond what Service Cloud already provides.

            Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.

            Agentforce Financial Services for Service Process Automation

            Play button in a circle

            Get Oriented

            What is Financial Services Cloud for Retail Banking?

            What is Financial Services Cloud for Wealth Banking?

            Trailhead: Service Process Studio for Financial Services

            Video: Watch a Demo

            Create a Preconfigured Trial Org With Sample Data

            Wrench in a circle

            Dive In: Learn About Recommended Core Features

            Administrators and Developers

            Design Customer Service Processes Easily With Service Process Studio

            Trailhead: Build Guided Experiences with OmniStudio

            Set Up Integrations to External Banking Systems with Integration Definitions

            Trailhead: Automate Complex Decision Making to Streamline Business Processes

            Service Agents and Customers

            Get to Know the Prebuilt Retail Banking Services Processes for Financial Services Cloud

            Get to Know the Prebuilt Wealth Management Services Processes for Financial Services Cloud

            Self-Service Capabilities in Financial Services Cloud

            Gears in a circle

            Go Deeper: Learn About Features for Specific Business Needs

            Customer Onboarding and Service

            Collect and Validate Customer Data With Discovery Framework

            Automate Repeatable Client-Engagement Tasks With Action Plans

            Verify Callers

            Understand Customer History by Using Timeline

            Get a 360-Degree View of Financial Accounts of Your Customers

            Surface Issues That Need Attention by Using Record Alerts

            Search for and Launch an Service Process Action Easily

            Orchestrate a Stage Management Plan for a Service Process

            Connector in a circle

            Extend Further: Learn About Additional Capabilities & Add-Ons

            Deliver Engaging, Personalized Customer Support With Service Cloud

            Trailhead: Set Up Templates for Generating Business Documents with OmniStudio Document Generation

            Play button in a circle

            Get Ready for Your Implementation

            Install the Financial Services Cloud Packages

            Install or Upgrade the OmniStudio Package

            Set Up Permissions for Financial Services Cloud

            Set Up and Manage Retail Banking

            Set Up and Manage Wealth Banking

            Arrow in a circle

            Know Your Resources & Get Help

            Trailhead: Financial Services Cloud Trailmix

            Financial Services Cloud Developer Guide

            Trailblazer Community: Financial Services Cloud

             
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