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            Financial Services | Create Opportunity Based on Meeting Notes

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            Financial Services | Create Opportunity Based on Meeting Notes

            Creates an opportunity record based on meeting notes captured during interaction with the client. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide account ID to log an opportunity.

            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.
            User Permissions Needed
            To create an opportunity based on meeting notes:

            Access Banking Relationship Assistance

            AND

            Einstein for Financial Services
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateOpportunity
            Reference Action Type Flow
            Reference Action Create Opportunity
            Does this action execute one or more prompt templates? No

            Considerations

            • The action creates records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the action and add the necessary confirmation steps.
             
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