Loading
Prepare for Email to Become the Default Login ExperienceRead More
Set Up BridgeFT Connector for Agentic Advisor

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Admin Guide

Set Up BridgeFT Connector for Agentic Advisor

Unify custodial account data from BridgeFT with your FSC client records for a complete view of client wealth. Set up your BridgeFT connector, configure advisor codes, and establish data governance to begin ingesting custodial data into Data 360.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions
User Permissions Needed
To use Connector Library with Financial Services:

Financial Services Cloud Extension

OR

FSC Foundations

OR

FSC Sales

OR

FSC Service
To use Agentforce:

Agent Platform Builder permission set

To run Prompt Templates: Execute Prompt Templates user permission
To use Data 360: Data Cloud org: Data Cloud Architect

Before getting started, review these details.

  • FSC Agentic Advisor Data Kit contains Agentic Advisor resources and Data 360 resources for customers using Financial Services standard objects.
  • A person account is a single record that combines account and contact fields to represent an individual client.
  • Financial Custodian represents a third-party financial institution, such as a bank, that holds and secures a client's assets.
  • Financial Custodian Advisor represents the advisor code for a financial advisor at a related financial custodian.
  • Advisor codes are unique identifiers issued to each advisor by a custodian or portfolio management system. Register your advisors' codes so that Salesforce can sync the correct custodial data for each advisor's book of business.
  • Data governance in Data 360 uses tags, classifications, and policies to control which advisors can access which data. Configure governance policies for DMOs like Individual and Staged Financial Account to ensure advisors see only the client data relevant to their book of business.
  • The Identity Resolution Data Sync Definition represents the reconciliation ruleset that determines the data viewable in Salesforce after identity resolution is completed.
  1. Enable and Configure Person Accounts in Agentforce Financial Services.
  2. Set up the FS BridgeFT Data Kit and FSC Agentic Advisor Data Kit.
    1. From Setup, find and select Data Kit.
    2. Click the FSC BridgeFT Data Kit.
    3. Click Data Kit Deploy and enter your Org ID to deploy the Data Kit.
  3. Create a BridgeFT connector and deploy the streams to activate the ingestion of data from BridgeFT into Data 360.
    1. From Setup, in the Quick Find box, find and select Connector Library.
    2. Click Explore Connections.
    3. Select BridgeFT and enter the connection name, API name, client ID, and client secret.
      The connection name can be up to four characters.
    4. Test and save the connection.
      When the connection updates to Active, the connection is complete.
    5. On a BridgeFT connection, click Deploy.
    6. Click Next.
    7. Verify the credentials.
    8. Click Save & Deploy, and then Close.
  4. Create Financial Custodian and Financial Custodian Advisor records with advisor codes.
    1. From App Launcher, select Agentic Advisor, and then select Financial Custodian. Click New, and then create records for BridgeFT custodial data feeds.
      See: Create Financial Custodian.
    2. From App Launcher, select Agentic Advisor, and then select Financial Custodian Advisor. Click New, and then create records for Salesforce advisor users.
      See: Create Financial Custodian Advisor.
  5. Set up BridgeFT advisor codes. See: BridgeFT Advisor Codes.
  6. Deploy the BridgeFT Data Kit.
    1. In Setup, find and select Connector Library.
    2. On the BridgeFT connector, click Deploy to install the BridgeFT Data Kit.
  7. Create Data 360 governance policies for Individual and Staged Financial Account DMOs and assign permissions.
    1. Assign Data 360 governance permissions to your advisors.
    2. Assign data access to the Individual and Staged Financial Account DMOs.
  8. Activate the Create Financial Account flow.
    1. In Setup, find and select Flow.
    2. Select the Data Integration Review: Create Financial Account Records flow.
    3. Activate and save the flow. See Automate Tasks with Flow.
  9. Create Identity Resolution Rulesets.
  10. Create Identity Resolution Data Sync Definition configurations for Person Account and Financial Account.
    1. In Setup, find and select Identity Resolution Data Sync Definition.
    2. Click New.
    3. Enter a label and developer name.
    4. Select an object type that determines the UI configuration for DMO data.
    5. Select a data space where the ruleset belongs.
    6. Select a ruleset ID of the Identity Resolution Ruleset.
    7. Set the status to Active.
    8. Save your changes.
    One configuration can be active per object type at a time. Use the same Ruleset ID across both active configurations to ensure identity resolution consistency.
  11. Add the financial performance components to the Client Details record pages to show unified data from Financial Services and BridgeFT. See: Create Financial Portfolio Configuration.
  12. View and resolve unreconciled BridgeFT custodial data in Data Integration Review Items.
    1. In Setup, find and select Data Integration Review Items.
    2. Review unreconciled Person Accounts.
    3. Review and import unreconciled Financial Accounts.
 
Loading
Salesforce Help | Article