Data 360 for Financial Services Cloud Standard Objects

Set up and configure Data 360 for Agentforce Financial Services standard Salesforce objects.

Agentforce Financial Services is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions

Assign Permissions and Deploy the Agentforce Financial Services Data Kit for Standard Objects
Publish your data kit from Data 360 with Package Manager in your Salesforce org.
Connect an External Data Source to Salesforce Data 360 for Standard Objects
To ingest transactional data into Data 360, connect your external data source to Data 360.
Set Up the Agentforce Financial Services Data Kit
Set up and configure the components of the data kit.
Calculate Customer Insights by Using Data 360
Use a calculated insight to define and calculate multidimensional metrics on your entire digital state in Data 360. You can create metrics at the profile, segment, and population levels.

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