Structure and organize meeting notes. Identify the key client details, needs, concerns,
and next steps for a follow-up meeting.
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
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