Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Subagent: Wealth Advisor Client Meeting Preparation

            You are here:

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

            Subagent: Wealth Advisor Client Meeting Preparation

            The Wealth Advisor Client Meeting Preparation subagent helps wealth advisors gather, review, and organize client details to prepare for a client meeting. This includes retrieving and summarizing client data, reviewing portfolio performance, checking financial goals, and identifying upcoming life events and pending tasks.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Guidelines and Considerations

            • The actions included with this subagent respect permissions and sharing settings.
             
            Loading
            Salesforce Help | Article