Considerations for Agentforce Banking Service Customer Assistance
Keep these considerations in mind when using the Banking Service Customer Assistance template to create your agent.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Language and Locale Support
Agentforce Banking Service Customer 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 Service Customer 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 Service Customer Assistance supports the Trust Layer services supported by the Agentforce Service Agent type.
Usage Types Consumed by Banking Service Customer Assistance
The subagents and actions for Banking Service Customer Assistance are based on the Agentforce Service Agent type.
Agentforce Service agents use generative AI to prompt executions and use Data Cloud to ingest, store, and process data. Use of Agentforce Service agents impacts the consumption of billing credits in these usage types. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.
Agentforce Service agent usage is metered based on the permissions assigned to the interacting user. For more information, see Metering for Agentforce and Generative AI Usage
For more detailed information on how usage is billed, see Considerations for Agentforce Service Agent.
For more information on how usage is billed, refer to your contract or contact your account executive.
Banking Service Customer Assistance Limitations
- The subagents and actions included in the Banking Service Customer Assistance template are available only to verified users.
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.
- To use currency related subagents, such as Financial Account Balances and Financial Account Transactions, enable multiple currencies.
