Financial Services | Summarize Financial Plans and Goals
The Summarize Financial Plans and Goals action finds and retrieves financial plans and
financial goals records based on user input and specific conditions such as field values. This
action identifies the correct records and object.
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
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
