The Financial Account Balances subagent retrieves the financial account balances
associated with a specific financial account.
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.
User Permissions Needed
To configure and use financial account balances subagent:
Financial Services Cloud Extension OR FSC Service
AND
Access Banking Service Assistance
To use Agentforce Employee Agent:
Manage AI Agents and Manage Agentforce Employee Agents
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