Käytettävissä: Enterprise Edition-, Performance Edition-, Unlimited Edition- ja Developer Edition -versioissa, joissa on Agentforce for Financial Services -lisäosa tai jotka sisältyvät Agentforce 1 Financial Services Edition -versioon. Vaatii, että jokaisella käyttäjällä on Agentforce for Financial Services -lisäosa toiminnon käyttämiseksi.
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