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Work with Client Detail

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Work with Client Detail

Be prepared for every client interaction by viewing contact details, AI-generated summaries, and time-sensitive insights on the account record page.

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

View Key Household Details with Household Snapshot

See key contact and account details for your client when you open a household record in Agentic Advisor.

  1. From the App Launcher, find and select Agentic Advisor.
  2. Open a household record.

    Household Snapshot appears on the record page. Primary Member Details shows the primary member's name, phone, and email. Account Details shows key account fields configured by your admin.

    If the household doesn't have a primary member assigned, Household Snapshot shows a message and an Assign Primary Member button.

  3. To assign a primary member, on the Household Snapshot component, click Assign Primary Member.
  4. In the New Account Contact Relationship window, in the Contact field, search for and select the contact you want to assign as the primary member for this household.
  5. Select the Primary Member checkbox.
  6. In the Roles section, move the appropriate role from Available to Chosen.
  7. If the contact is part of the household group, select the Included in Group checkbox.
  8. Save your changes.

    After you assign a primary member, the Household Snapshot component refreshes and shows the primary member's contact details.

View and Refresh Client Summaries with Client Pulse

Review an AI-generated summary of your client's financial health, goals, and recent activity when you open an account record.

  1. From the App Launcher, find and select Agentic Advisor.
  2. Open a person account record or a household record.

    The summary loads automatically. The summary appears as Client Pulse on person account record pages and as Household Pulse on household record pages.

  3. For household records, the component shows a summary for each household member. Scroll down to view summaries for other members.
  4. To expand the summary view, click the expand icon at the top-right corner.

    The summary opens in a full-screen view.

  5. To refresh the summary, click the refresh icon next to the generation timestamp.

    The component generates a new summary using the latest data.

  6. To change the prompt template, click the prompt template dropdown next to Prompt.

    If your admin has configured multiple prompt templates, you can switch between them.

  7. Select a prompt template from the list.

    The component regenerates the summary using the selected template.

  8. To copy the summary, click the copy icon at the bottom left.

    The summary text is copied to your clipboard.

View and Act on Insights

Review time-sensitive portfolio changes and upcoming life events for your clients and act on them without leaving the record page.

  1. From the App Launcher, find and select Agentic Advisor.
  2. Open a person account record or a household record.

    The Insights and Actions component shows the top-priority insights for that account, two at a time.

  3. Use the left and right navigation arrows or the dots at the bottom to scroll through all available insights.

    Each insight shows a title, the household member's name, a short description, and one or more primary action buttons. For household records, each insight identifies which household member the insight belongs to.

  4. To act on an insight, on the insight, click the primary action button to take the highest-priority action.
  5. To see other actions, click the dropdown arrow on the top right of the insight card and select an action from the list.
  6. Complete the action directly from the insight.
  7. To dismiss an insight, on the insight, click Dismiss.

    Not all insights have a dismiss option. The availability of the dismiss option depends on how your admin has defined the Run My Day definition in the org.

    The insight is removed from the component view. You can't restore dismissed insights.

  8. To snooze an insight, on the insight, click the dropdown arrow on the top right of the insight card.
  9. Select Snooze from the list if the option is available.
    Not all insights have a snooze option. The availability of the snooze option depends on how your admin has defined the Run My Day definition in the org.
  10. Select a date and time to snooze this insight, and then select Snooze.

    The insight is removed from the view for the configured snooze period.

View and Explore the Financial Portfolio Card

Explore a client's Financial Portfolio cards to review portfolio health, analyze positions, and respond to client inquiries from the Client Details page.

  1. From the App Launcher, find and select Agentic Advisor.
  2. Open a Client Details page.
  3. Go to the Financial Portfolio section.
    1. In Financial Overview, review the client's liquidity position, Assets Under Management (AUM) trend, and account performance.
    2. In Portfolio and Tax, analyze top positions, portfolio drift, hierarchical tax lots, and realized gains.
    3. In Cash Flow and Activity, search transaction history and review deposit and withdrawal trends.
 
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