Learn about the objects and relationships within the Agentforce Financial Services data model that represent a person along with their relationships and financial activities.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Overview | Managed Package Data Model | Standard Data Model | Insurance | Interaction Summaries | Financial Deal Management | Mortgage | Action Plans | Consent | Discovery Framework | Know Your Customer (KYC) | Branch Management | Digital Lending | Integrated Onboarding | Integration Orchestration | Complaint Management | Transaction Dispute Management | Groups and Households
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