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            Set Up FinServ Package Financial Advisor Assistance (Managed Package)

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up FinServ Package Financial Advisor Assistance (Managed Package)

            Assign permissions, confirm Financial Services Managed Package is installed, install Unmanaged Package.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use FinServ Package Financial Advisor Assistance:

            Einstein for Financial Services user permission

            AND

            Financial Advisor Assistance setting
            To use Agentforce: Agent Platform Builder permission set
            To run Prompt Templates: Execute Prompt Templates user permission

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. Assign Agentforce, Financial Services Cloud, Agentforce, and Prompt Template permissions.
            2. Confirm that the Financial Services Cloud (FSC) package is installed.
            3. Set Up Einstein Generative AI.
            4. Enable Agentforce.
            5. Turn on account to contact relationship.
              1. In Setup, find and select Account Settings.
              2. In the Contacts to Multiple Accounts Settings section, select Allow users to relate a contact to multiple clients & prospects.
              3. Save your changes.
            6. Install the Financial Services Agents Unmanaged Package.
              Provides Agentforce assets for use with the Financial Services Cloud Managed Package.
              1. Enter the URL for the package into your browser navigation bar, and then press Enter.
              2. Enter your Salesforce user credentials.
              3. Select an audience.
              4. Click Install.
              5. To confirm the installation of the unmanaged package, from Setup, find and select Installed Packages, and then look for Financial Services Agents Unmanaged Package.
             
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