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            Financial Services | Find Similar Complaints

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            3. Quickstart Your Einstein Generative AI Solution

            Financial Services | Find Similar Complaints

            Searches historical records to find related complaints that match the meaning of the issue reported.

            Required Editions

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

            Financial Services Cloud Extension

            OR

            FSC Service
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name FindSimilarComplaints
            Reference Action Type Flow
            Reference Action GetSimilarComplaints
            Does this action execute one or more prompt templates? No
             
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            Salesforce Help | Article