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            Prepare Your Org for Agentforce Banking Service Customer Assistance

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            3. Financial Services Cloud Admin Guide

            Prepare Your Org for Agentforce Banking Service Customer Assistance

            Before you get started with Agentforce Banking Service Customer Assistance, configure field-level security for the Case object and prepare your data records to support banking inquiries. If you use FSC Standard objects, add picklist values to the Issued Card object and enable the required financial account settings.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To add field and set field-level security: Manage Profiles and Permission Sets AND Customize Application
            To use Get Financial Account Details and Get Financial Account Transactions: Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Service

            Prerequisites:

            • Make sure your org is provisioned with these add-on licenses
              • AgentforceServiceAgentAddon
              • FSCServiceAddOn
              • IndustriesServiceExcellenceAddOn
              • OmnistudioDesignerAddOn
              • BREDesignerAddon
              • OmnistudioRuntimeAddOn
              • UniversalCreditMetering
            1. Configure field-level security for the AccountId field and the SourceId field on the Case object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Case, and then select Case.
              3. Select Fields & Relationships.
              4. Select AccountId, and click Set Field-Level Security.
              5. Select Visible and deselect Read-Only for the profiles.
              6. Similarly, update field-level security for the SourceId field on the Case object.
              7. Save your changes.
            2. If you’re using FSC Standard objects, enable Financial Account Management Standard Objects.
            3. If you’re using FSC Standard objects, enable Real-Time Financial Account Information to retrieve real-time account and transaction data from the external core banking system.
            4. To capture the status of issued cards for card-related subagents, add picklist values to the Issued Card fields. Complete this step only if you are using FSC Standard objects.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Issued Card, and then select Issued Card.
              3. Select Fields & Relationships.
              4. For the required fields, add these picklist values.
                field picklist value
                Type
                • Credit Card
                • Debit Card
                Status
                • Active
                • Inactive
            5. Create records for Financial Account, Financial Account Party, Financial Account Balance, Financial Account Transaction, and Issued Card.

              Make sure to populate the Source System ID field in all the created records.

             
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