Custom Settings in Agentforce Financial Services (Managed Package)
Custom settings enable you to alter the behavior of your Agentforce Financial Services installation.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
This is a Financial Services Cloud managed package feature.
Note Hierarchical settings can be applied to the org, objects, and users with settings applying
to the entities lower down the hierarchy. For example, assessing applied to org automatically
applies to objects and users.
| Settings group | Setting | Effect | Hierarchical |
|---|---|---|---|
| B2C Lead Company Name Config | Override Company Name | Indicates whether the company name is replaced with a lead name when saving a lead with a record type of B2C. See Configure Company Name Override for Leads | Yes |
| Individual Excluded Fields | Excluded Fields | List of fields that are not returned for an Individual. | No |
| Industries Application Config | Account Name format | Indicates whether account name is displayed as [last name] [first name] or [first name] [last name]. See Reorder an Individual’s First and Last Names. | Yes |
| Industries Application Config | Application Name | For internal use only. | Yes |
| Industries Application Config | Create Inverse | Indicates whether reciprocal AAR record is created. | Yes |
| Industries Application Config | Default Individual Type | Indicates the default record type for individuals. Defaults to Individual. | Yes |
| Industries Application Config | Dependent Packages | Comma-separated list of dependent packages whose fields will be auto resolved. For example, by including FSC in this list, when Amount__c is entered in query builder its namespace is automatically added so the query builder uses <namespace>__Amount__c. | Yes |
| Industries Application Config | Individual Account Creation from Contact | Indicates whether the account part of the Individual is created when creating a contact | Yes |
| Industries Application Config | Lead Conversion Batch Size | Defines the batch size for processing lead conversions when converting multiple Individual leads. | Yes |
| Industries Application Config | Multiple Relationship Groups | Enables a contact to be a member or related member of multiple relationship groups. See Enable Multiple Relationship Groups | Yes |
| Industries Application Config | Page Layout Api Version | Specifies the REST API version used when retrieving page layout information. | Yes |
| Industries Application Config | Restrict ACR Record Visibility | Indicates whether only users with at least read access to the account and contact records in an account-contact relationship record can see the record in relationship components. | Yes |
| Industries Application Config | Show Detailed Error Messages | Indicates whether a detailed error message is shown when someone performs an action without having permission. See Show Detailed Error Messages | Yes |
| Industries Application Config | Sync Individual System Fields | Indicates whether Account and Contact system fields are kept in sync when an insert is performed on either entity. | Yes |
| Manage Client Interaction Dates | Enable | Updates and shows Next and Last Interaction dates for an account. Enables task and event triggers that keep interaction dates in sync. | No |
| Record Rollup Configuration | - | Configure record rollups for objects in Agentforce Financial Services. | |
| Use Person Account | Enable | Indicates whether the org uses the person account model for individuals. Personal care model is turned on by default. See Enable Person Accounts in Agentforce Financial Services. | No |
| Wealth Application Config | Enable Business Referrals Made | Indicates whether the Business Referrals made list and referrals made summary components are enabled. | Yes |
| Wealth Application Config | Enable Group Record Rollups | Indicates whether rolling of household__c field to records is performed. See Temporarily Disable Rollups to Accelerate Data Loads | Yes |
| Wealth Application Config | Enable Referrer Score | Indicates whether referrer score calculations are performed. See Enable the Referrer Score | Yes |
| Wealth Application Config | Enable Rollup Summary | Indicates whether rollup summary calculations are performed. See Temporarily Disable Rollups to Accelerate Data Loads | Yes |
| Wealth Application Config | Group Record Rollup Timestamp | For internal use only. | Yes |
| Wealth Application Config | Interaction Update Frequency | Specifies the frequency (in minutes) with which the Last Interaction and Next Interaction dates are updated. | Yes |
| Wealth Application Config | Rejected Referral Status | Indicates whether the Lead Status is used to identify rejected referrals. | Yes |
| Wealth Application Config | Rollup Summary Timestamp | For internal use only. | Yes |
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