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            Set Up Agentforce Loan Product Assistance

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

            Set Up Agentforce Loan Product Assistance

            Agentforce Service agents can efficiently support customers by handling common loan product inquiries. The Loan Product Assistance template provides a streamlined way to manage borrower questions, delivering information on loan categories, specific products, and their respective programs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions.
            User Permissions Needed
            To access Digital Lending and Access Loan Product Assistance template:

            DigitalLendingAddOn

            AND

            DigitalOriginationAgentforceAddOn
            To use Agentforce Service Agent:

            AgentforceServiceAgentManagerAddon

            AND

            AgentforceServiceAgentAddOn
            To setup Einstein Generative AI and prompt template:

            EinsteinGPTCopilotAddOn,

            EinsteinGPTPlatformAddOn

            AND

            EinsteinGPTPromptBuilderAddOn
            To provision Data Cloud:

            GenieDataPlatformStarter

            AND

            CdpDataSpaces
            To use Universal Credit Metering: FlexCreditsMeteringAddOn
            1. Turn on Loan Product Assistance to access prebuilt Loan Product Assistance template and Lending Product Discovery topic.
              1. In Setup, find and select Digital Lending.
              2. Turn on Loan Product Assistance in Agentforce.
            2. Enable Agentforce.
            3. Create an Agent by using the Loan Product Assistance agent template and configure the settings according to your needs.
            4. Grant the agent the additional access that it needs. Enable read access to Digital Lending objects such as Product, Program, Program Product, Term, Term Related Object, Product List Rate, and Product Fee.
            5. Enable Digital Lending Admin User permission and assign it to the agent.
            6. To test the agent, either enable criteria-based sharing for the objects or set them to public.

            Deploy the agent to the Experience Cloud site. The Loan Product Assistance Agent works with both guest and logged-in users in Experience Cloud. While it is primarily designed for public data and guest users, you can configure it to also support logged-in users.

            See Also

             
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