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            Set Up Meeting Concierge

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

            Set Up Meeting Concierge

            Assign permissions, set up Einstein Generative AI, and configure your calendar sync. Optionally, create Prompt Templates and Action Plan Templates to customize Meeting Concierge to your business needs.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To use Financial Services

            Financial Services Cloud Foundations

            OR

            Financial Services Cloud Extension

            OR

            FSC Sales

            OR

            FSC Service
            To set up Action Plans:

            Action Plans
            To set up Prompt Templates:

            Prompt Template Manager
            To run Prompt Templates:

            Prompt Template User
            Important
            Important If your org uses the Financial Services Cloud managed package, some setup steps and available resources differ. See Set Up Meeting Concierge (Managed Package).

            Meeting Concierge cards use Prompt Templates, reusable structured instructions built in Prompt Builder that guide AI responses for a specific business task, and Action Plan Templates, which define the tasks and other items needed to complete a business process. You can use the preconfigured Prompt Templates and Action Plan Templates included with Meeting Concierge, or create your own to meet your business needs. Einstein Activity Capture captures or syncs email and event data from the connected Microsoft or Google account and stores it in Salesforce. When a user sends a calendar invite, Einstein Activity Capture creates an Event in Salesforce. Meeting Concierge creates a Meeting Playbook when the Event gets created.

            Before you set up Meeting Concierge, complete these steps.

            1. Assign Meeting Concierge and Financial Services permissions.
            2. Set Up Einstein Generative AI.
            3. Set Up Action Plans. In Sharing Settings, set the default access for Action Plans to Private and Action Plan Templates to Public Read Only. See Sharing Settings.
            4. Set up Einstein Activity Capture for your team.
            5. Configure User Permissions for Unmetered Licenses. Assign the Unmetered User Based AI Permission Set License to users to prevent metered credit consumption. Manually create and assign the permission set to ensure accurate usage and billing behavior.
            6. Enable and Configure Person Accounts in Financial Services Cloud.

            See Also

            Set Up Meeting Concierge for Financial Account Management Standard Objects

            If your org uses the Financial Account Management Standard Objects, then complete these set up steps.

            1. Enable Financial Account Management Standard Objects
            2. Set up Interaction Summaries.
              Meeting Concierge uses Interaction Summaries to help advisors manage client and partner interactions with structured note-taking and role-based data sharing.
            3. To sync your calendar with Meeting Concierge, turn on Einstein Activity Capture and set up the Create Meeting from Event flow.
              1. In Setup, find and select Flow.
              2. Select the Meeting Concierge: Create Meeting from Event flow.
              3. Clone the flow and customize it to meet your business needs.
              4. Activate and save the flow.
            4. Create Meeting Playbook picklist values.

              In Object Manager, add picklist values to the Document Type field on the Meeting Playbook object. For example: Bank Documents and Research Documents. See Add or Edit Picklist Values.

            5. Create a Prompt Template.

              If you create Prompt Templates, use a prompt template type that relates it to a Meeting Concierge card: Client Summary, Prep Brief, In-Session, Post Meeting, Meeting Center Action Items, or Document Summary. See Create a Prompt Template.

            6. Create an Action Plan Template.
              If you create Action Plan Templates, use the target object Meeting Playbook Stage. See Create Action Plan Template.
            7. Update the Agentforce Meeting Concierge home page list view to My Meetings.
              1. From App Launcher, find and select Agentforce Meeting Concierge, and then select Home.
              2. Edit the page and update the list view to My Meetings.
              3. Save your changes.
            8. Show upcoming meetings for an account by adding the Upcoming Meetings component to the Account record page.
              1. From App Launcher, find and select Agentforce Meeting Concierge, and then select Account.
              2. Edit the page and add the Upcoming Meetings component.
              3. Save your changes.

            Set Up Meeting Concierge (Managed Package)

            If your org uses the Financial Services Cloud managed package version 67.0 or later, complete these steps to set up Meeting Concierge.

            1. Set up the Create Meeting from Event FSC Package flow.

              This flow scans calendar events and creates meeting playbook records for matching meeting definitions.

              1. In Setup, find and select Flow.
              2. Select the Create Meeting from Event FSC Package flow.
              3. Clone the flow and customize it to meet your business needs.
              4. Activate and save the flow.
            2. In Object Manager, add picklist values to the Document Type field on the Meeting Playbook object. See Add or Edit Picklist Values.

              For example, add Bank Documents and Research Documents.

            3. Create a Prompt Template.

              If you create Prompt Templates, use a prompt template type that relates it to a Meeting Concierge card: Client Summary, Prep Brief, In-Session, Post Meeting, Meeting Center Action Items, or Document Summary. See Create a Prompt Template.

            4. Create an Action Plan Template with the target object Meeting Playbook Stage. See Create Action Plan Template.
            5. Update the Agentforce Meeting Concierge home page list view to My Meetings.
              1. From App Launcher, find and select Agentforce Meeting Concierge, and then select Home.
              2. Edit the page and update the list view to My Meetings.
              3. Save your changes.
            6. Show upcoming meetings for an account by adding the Upcoming Meetings component to the Account record page.
              1. From App Launcher, find and select Agentforce Meeting Concierge, and then select Account.
              2. Edit the page and add the Upcoming Meetings component.
              3. Save your changes.
            7. Enable and Configure Person Accounts in Financial Services Cloud.
            8. Install and activate the preconfigured playbook definitions from the Git repository.
              1. Download the Git repository from https://github.com/salesforce/next-gen-wealth.
              2. Follow the instructions in README.md to install the playbook definitions by using Salesforce CLI.
              3. In Setup, find and select Action Plan Template Settings.
              4. Find Annual Review Pre Meeting Template, right-click, and select Deploy.
              5. Find Annual Review Post Meeting Template, right-click, and select Deploy.
              6. In Setup, find and select Agentforce Meeting Concierge.
              7. Find Annual Review FSC Package, click the dropdown, and select Edit.
              8. Navigate through each step of the wizard. Assign action plan templates if needed.
              9. Activate the playbook and save.

              The playbook definition ships as inactive. You must edit and activate it before advisors can use it.

            To create additional playbooks from scratch, see Configure a Meeting Concierge Playbook from Scratch.

             
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