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Financial Services | FinServ Package Summarize Financial Goals (FSC Managed Package)

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Financial Services | FinServ Package Summarize Financial Goals (FSC Managed Package)

The Summarize Financial Goals action finds and retrieves financial goals records based on user input. This action provides a real-time summary of a household and person account’s financial goals within Salesforce Financial Services Cloud.

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 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
See Common User Access for Standard Agent Actions.
Note
Note This is a Financial Services Cloud managed package feature.

Action Details

API Name FinServPkgSummarizeFinancialGoals
Reference Action Type Prompt Template
Reference Action FinServ Package Summarize Financial Goals
Does this action execute one or more prompt templates? Yes
Required Setup FinServ Package Financial Advisor Assistance
 
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