Agentforce Loan Product Assistance
Transform loan product inquiries by automating responses to common questions. Provide information on interest rates, terms, and available offers. Enhance customer satisfaction and enable loan officers to focus on complex financial discussions and relationship management.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise and Unlimited Editions. |
Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your company as per
your requirements.
The Lending Product Discovery for Loan Product Assistance topic includes these actions and associated flows. To configure any element of the flows, see Automate Your Business Processes with Salesforce Flow.
| Agent Action | Reference Action Type & Name | Flow Description | Examples of what can be configured in this flow |
|---|---|---|---|
| Retrieve Loan Product Categories | Flow: Retrieve Picklist Value Info Records | Retrieves the picklist value info records associated with the Family picklist field on the Product2 record. | You can configure this flow to match your business logic and validation requirements. |
| Retrieve Products By Category | Flow: Retrieve Product Records By Category | Retrieves the active product records that belong to the product category that was passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Retrieve Product Details | Flow: Retrieve Product and Product-Related Details | Retrieves the details of the product and product-related records. | You can configure this flow to match your business logic and validation requirements. |
| Retrieve Programs By Product | Flow: Retrieve Programs For Product | Retrieves the program records associated with a product that was passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Retrieve Program Details | Flow: Retrieve Program and Program-Related Details | Retrieves the details of the program and program-related records. | You can configure this flow to match your business logic and validation requirements. |
| Analyze Estimated Loan Amount | Flow: Analyze Estimated Loan Amount | Analyzes the estimated loan amount a borrower can afford by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
- Considerations for Agentforce Loan Product Assistance
Before creating an agent using the Loan Product Assistance template, consider supported functionality, usage, limitations and allowances, and limits. - Get Your Digital Lending Org Ready to Use Agentforce
Before you get started with Loan Product Assistance Agentforce Service Agent, create records and permission sets. - Set Up Agentforce Loan Product Assistance
Agentforce Service agents can efficiently support customers by handling common loan product inquiries. The Loan Product Assistance template provides a streamlined way to manage borrower questions, delivering information on loan categories, specific products, and their respective programs. - Loan Product Assistance Topic Reference
A topic defines an agent's range of capabilities for a particular job to be done. Topics help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Loan Product Assistance includes a standard topic specifically designed for loan product inquiries in Digital Lending.
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