Work with Data in Agentforce Financial Services

Integrating data from custodians, banking systems, financial planning, portfolio management, asset aggregation, and all the other platforms that support your front- to back-office is a major implementation task. If you use Data Loader to bulk import data, we recommend a sequence for exporting and importing the initial objects.

When uploading the data:

• Maintain consistent naming conventions for the account and contact parts of individual clients.
• Don’t upload financial transaction data that could override fields that are automatically calculated in Agentforce Financial Services, doing so will affect other field values and roll-up summaries.

We recommend this sequence for uploading individual, group, and financial account data - Individuals, Identification documents, Employment, Education, Relationship groups, Individuals’ relationships to groups, Charges and Fees, Financial accounts, Cards, Financial account transactions, Billing statements, Securities, and Financial Holdings. Continue with the remaining objects in any sequence.

• Upload Data for Individuals Using Data Loader
  Start by uploading data about individuals using Data Loader. First upload Account data, then, if your org uses the individual model, Contact data. You can then add identification documents, employment, and education details that you hold for individuals.
• Upload Household Data Using Data Loader
  Upload data about households using Data Loader.
• Relate Individuals to Households Using Data Loader
  Relate individuals to households using Data Loader.
• Upload Financial Account Data Using Data Loader
  Add data about individuals’ financial accounts using Data Loader.
• Display Detailed Error Messages to Users
  Expedite debugging for your users with detailed error messages that provide insight into field-level security restrictions.