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            Considerations for Agentforce Loan Product Assistance

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            Considerations for Agentforce Loan Product Assistance

            Before creating an agent using the Loan Product Assistance template, consider supported functionality, usage, limitations and allowances, and limits.

            Required Editions

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

            Language and Locale Support

            Agentforce Loan Product Assistance supports English in these locales.

            Language Locale Code
            English English (United States) en_US
            English English (United Kingdom) en_GB

            Large Language Model Support

            Agentforce Loan Product Assistance supports these models. Agent actions can make calls to other predefined LLMs. Bringing your own model isn’t supported, but custom actions that execute prompt templates can use any Salesforce-managed model. See Large Language Model Support.

            Note
            Note Support for Anthropic is coming soon.
            Model
            OpenAI GPT-4o
             

            Einstein Trust Layer Service Support

            Agentforce Loan Product Assistance supports the Trust Layer services supported by the Agentforce Service Agent type.

            Usage Types Billed by Loan Product Assistance

            Agentforce for Loan Product Assistance extends the Agentforce Service Agent. Agentforce Service agents use generative AI and Data Cloud to ingest, store, and process data. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.

            For more detailed information on how usage is billed, see Considerations for Agentforce Service Agent.

            Tip
            Tip This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.

            Metered and Unmetered Consumption

            Agentforce for Loan Product Assistance is a template of the Agentforce Service agent. Generative AI usage for this agent and its templates is either metered or unmetered, depending on the permissions assigned to the interacting user. For more information, see Metering for Agentforce and Generative AI Usage.

            Loan Product Assistance Limitations

            • If users see the output getting refreshed while working with Loan Product Assistance Agent, reach out to Salesforce Support to disable streaming.
            • The Product Family value must include "loan" for agents to recognize the product as a loan product.
             
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