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            Create an Agent from the Agentforce Financial Advisor Assistance Template

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            3. Financial Services Cloud Admin Guide

            Create an Agent from the Agentforce Financial Advisor Assistance Template

            Streamline client engagement with the Financial Advisor Assistance agent. The agent provides wealth advisors with quick access to client summary insights that include portfolio performance, financial goals, life events, financial plans, and more.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use Financial Advisor Assistance:

            Einstein for Financial Services user permission

            AND

            Financial Advisor Assistance setting
            To use Agentforce: Agent Platform Builder permission set
            To run Prompt Templates: Execute Prompt Templates user permission
            To use Financial Account Management standard objects: Financial Account Management Standard Objects setting
            Create an Agent by using the Financial Advisor Assistance agent template and configure the settings according to your needs.
            Note
            Note Financial Advisor Assistance agent template and subagents are available only in the Legacy Agentforce Builder.

            If you’re creating an agent using the Create with Gen AI option, make sure the subagents are included.

             
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