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Financial Services | Create or Update Agenda Draft

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Financial Services | Create or Update Agenda Draft

Collect the note ID and agenda draft. Create or update the agenda draft.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
Permissions Needed
To use Financial Services Cloud:

Financial Services Cloud Extension

OR

FSC Foundation

OR

FSC Sales

OR

FSC Service
To use Financial Advisor Assistance:

Einstein for Financial Services user permission

AND

Financial Advisor Assistance setting
To use Financial Account Management standard objects: Financial Account Management Standard Objects setting
See Common User Access for Standard Agent Actions.

Action Details

API Name CreateOrUpdateAgendaDraft
Reference Action Type Flow
Reference Action Create or Update Agenda Draft
Does this action execute one or more prompt templates? No
Required Setup Financial Advisor Assistance
 
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