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            Work with Your Financial Advisor Assistance Agent

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

            Work with Your Financial Advisor Assistance Agent

            Use the Agentforce for Financial Services: Financial Advisor Assistance agent to create a summary of a client's financial accounts, plans, goals, and other household details.

            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. From App Launcher, select Wealth Management.
            2. Click the Ask Agentforce icon, and then select Financial Advisor Assistance.
            3. Ask the agent questions such as these:

              Provide a summary for Account Rachel Morris.

              How close is Account Rachel Morris to achieving their financial goals?

              Compare account Rachel Morris's actual and target portfolio allocation.

             
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