Review the permissions and licenses that you must enable to set up and use Complaint
Management Assistance.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions with the Agentforce for Financial Services add-on license or included in
Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for
Financial Services add-on to access the action.
Make sure that these permissions and licenses are enabled from Setup to get started with the
Complaint Management Assistance template:
FSC Service
Prompt Template User
Einstein for Financial Services
Agentforce Employee Agent
Agentforce Builder
Einstein GPT Platform
Einstein GPT Prompt Builder
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
