Considerations for Financial Services Initial Setup

General

• Turning on Financial Services Initial Setup enables the platform services that Agentforce Financial Services requires, such as Contacts to Multiple Accounts, Context Services, Business Rules Engine, Omnistudio, and Document Generation. It also assigns the admin permission sets needed to configure Agentforce Financial Services features.
• Turn on Financial Services Initial Setup only once per org. The steps run in a set order that you can't change.

Permissions

The automated setup assigns admin permission sets to you, the running user. It doesn't create profiles, permission sets, or permission set groups for your end users. After you turn on Financial Services Initial Setup, complete the manual steps to create and assign access for your lending, service, and advisory teams.

Limitations

• Financial Services Initial Setup doesn't roll back or undo automated steps. To reverse a change, use the relevant page in Setup directly.
• The page tracks completion but doesn't validate that your configuration is correct. For example, it doesn't verify that your profiles have the right permissions.
• Financial Services Initial Setup isn't available in the Salesforce mobile app.
• The Financial Services Initial Setup page is advisory. You can activate Agentforce Financial Services features without completing the Financial Services Initial Setup first, but we recommend completing the initial setup.