Prerequisites for Setting Up Client Detail
Complete all prerequisites before setting up Client Detail and its components.
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 |
- Complete the prerequisites check in Agentic Advisor setup. The check verifies required permissions, org preferences, and integrations. See Set Up Agentic Advisor for Wealth.
- Install the data kit for your data model. If your Salesforce preference is set to the standard objects data model, install the FSC Agentic Advisor Data Kit. If your Salesforce preference is set to the Financial Services Cloud Managed Package data model, install the FSC Agentic Advisor Managed Package. See Set Up Agentic Advisor for Wealth.
- Verify which data model your org uses. Component configuration and available fields differ between the standard objects data model and the Financial Services Cloud Managed Package data model. Your data model preference shows in the Agentic Advisor setup.
- Configure field-level security for the fields that you want to show to advisors on the Household Snapshot and Client Pulse components. See Set Field-Level Security for a Field on All Profiles.
- Verify household accounts use the appropriate record type for your data model.
- To populate primary member details on Household Snapshot, make sure you have enabled contacts to multiple accounts in your Salesforce org and each household record has a primary member.
- The Insights and Actions component uses the Run My Day Definition to determine which insights appear to advisors. Set up Run My Day and create at least one Run My Day Definition. See Set Up Run My Day.
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