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            Set Up Financial Advisor Assistance

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

            Set Up Financial Advisor Assistance

            Assign permissions, turn on Wealth Agent and Financial Account Management Standard Objects settings, and set up group membership.

            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
            1. Assign Agentforce, Financial Services Cloud, Agentforce, and Prompt Template permissions.
            2. Set Up Einstein Generative AI.
            3. Enable Agentforce.
            4. Turn on Financial Advisor Assistance.
              1. From Setup, find and select Financial Advisor Assistance.
              2. Turn on Financial Advisor Assistance.
            5. Turn on Financial Account Management Standard Objects.
              1. From Setup, find and select Financial Account Settings.
              2. Turn on Financial Account Management Standard Objects.
            6. Set Up Group Membership.
            7. Turn on account to contact relationship.
              1. In Setup, find and select Account Settings.
              2. In the Contacts to Multiple Accounts Settings section, select Allow users to relate a contact to multiple clients & prospects.
              3. Save your changes.
             
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