Client Detail Considerations
Review these considerations before setting up Client Detail and its components. Each component has requirements and behaviors that affect how it appears to advisors.
Required Editions
| 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 |
Client Detail
Review these considerations before setting up Client detail.
- Verify your configuration against the requirements for your data model. Check your data model preference in Agentic Advisor setup before configuring each Client Detail component.
- Tab availability varies by account type. Household record pages include the Relationships tab, which shows household members and their relationships. Person account record pages include the Financial Plans and Financial Accounts tabs. Both household and person account record pages include the Financial Portfolio, Details, and Related tabs.
- If your Salesforce preference is set to the Financial Services Cloud Managed Package data model, configure which record types and fields appear in the Financial Accounts tab.
- By default, the Household Snapshot component appears on household account record pages. If you add the component to person account record pages in Lightning App Builder, the component doesn't show any data.
- The Account Details section appears in the Household Snapshot component only if your Salesforce preference is set to the Financial Services Cloud Managed Package data model.
- If your Salesforce preference is set to the Financial Services Cloud Managed Package data model, the Account Details section in the Household Snapshot component shows the Asset Under Management (AUM) and Last Interaction Date fields.
- By default, AI summaries generated in the Client Pulse component persist for 30 minutes when output caching is enabled. When caching is enabled, summaries are generated automatically when advisors open an account record.
- For Client Pulse, select the prompt template that matches your Salesforce preference for data model and account type. Don't mix prompt templates across data models.
- The Insights and Actions component shows insights configured in Run My Day. You select a Run My Day definition in the component properties to specify which insights appear.
- For household accounts, the component retrieves insights for all household members. For household accounts with many members, consider increasing the default value of maximum insights to show on the record page from 10 to a higher value. The maximum number of insights that you can show is 50.
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