Client Pulse relies on flows to retrieve account data and prompt templates to generate AI-powered summaries. Use the flow and prompt template that match your org's data model and account type.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition |
| Name | Type | Data Model | Description |
|---|---|---|---|
| Get Account Details for Client Pulse | Flow | Standard objects data model | Retrieves account data from standard objects and passes it to the prompt template for summary generation. |
| Get Managed Package Account Details for Client Pulse | Flow | Financial Services Cloud Managed Package data model | Retrieves account data from Agentforce Financial Services managed package objects and passes it to the prompt template for summary generation. |
| Generate Client Pulse for Person Account | Prompt Template | Standard objects data model | Generates an AI-powered client summary for person account records. |
| Generate Client Pulse for Household | Prompt Template | Standard objects data model | Generates an AI-powered client summary for household account records. |
| Generate Client Pulse for Household Managed Package | Prompt Template | Financial Services Cloud Managed Package data model | Generates an AI-powered client summary for household account records in managed package orgs. |
| Generate Client Pulse for Person Account Managed Package | Prompt Template | Financial Services Cloud Managed Package data model | Generates an AI-powered client summary for person account records in managed package orgs. |
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