Activate the generative AI engine that compares extracted document data against your Salesforce records. This step requires specific permissions and a connection to Einstein generative AI.
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited editions that have Agentforce Financial Services enabled. |
| User Permissions Needed | |
|---|---|
| To enable AI-Powered Document Validation: | Financial Services Cloud Comprehensive OR FSC Sales OR FSC Service AND Einstein for Financial Service Addon AND Document Checklist Item AND Data Cloud Architect AND Prompt Template Manager |
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