Considerations for Agentforce Banking Relationship Assistance
Before creating an agent using the Banking Relationship Assistance template, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Required Editions
| Available in: Lightning Experience in 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. |
Language and Locale Support
Agentforce Banking Relationship 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 Banking Relationship 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.
| Model |
|---|
| OpenAI GPT-4o |
Einstein Trust Layer Service Support
Agentforce Banking Relationship Assistance supports the Trust Layer services supported by the Agentforce Employee Agent type.
Banking Relationship Assistance Limitations
- In salesforce orgs where streaming API is enabled, restructured meeting notes might disappear from the screen after they are created. If this happens, simply ask the agent to show the notes again, which usually resolves the issue. If the problem continues, contact Salesforce support for help.
Other Limitations
- The agent can't process a request accurately if the request contains combined utterances from multiple subagents. For example, the request "Show the balance and recent transactions" is not processed as intended.
- The Query Records agent action can't run complex aggregation queries, such as "Get all financial accounts for Julia Green."
- The agent input confirmation screen shows the input values entered by a user without their corresponding labels.
- The agent actions currently support only the Dollar currency.
- The Identify Record By Name agent action provides the most accurate results when used from a specific account record page, as this gives the agent the necessary context to find the correct record.
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