Setup and Configuration of Banking Service Customer Assistance
Get your Banking Service Customer Assistance agent up and running. Prepare your
Salesforce org, configure necessary user permissions, and create your agent using the prebuilt
template to automate the routine customer request intake process.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
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.
Connect Banking Service Customer Assistance to WhatsApp Expand your service capabilities by connecting your Banking Service Assistance agent to WhatsApp. Configure an Enhanced WhatsApp channel and routing logic to let customers interact with your agent directly from their preferred messaging app.
Deploy Banking Service Customer Assistance to Experience Cloud Site Make your Banking Service Customer Assistance agent available to customers directly on your Experience Cloud site. Configure chat and routing settings to handle incoming inquiries, and use a deployment to embed the messaging experience for your customers.
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