Financial Services Initial Setup in Salesforce Go

This setup page turns on the required platform services automatically. It walks you through the manual configuration steps, and points you to the recommended next steps, all from one guided location.

Note Instead of finding and turning on each platform service, use Financial Services Initial Setup to enable them in the correct order, so you don't miss a required service.

Use Financial Services Initial Setup to:

• Turn on platform services automatically. Contacts to Multiple Accounts, Context Services, Business Rules Engine, Omnistudio, and Document Generation are enabled for you, and admin permission sets are assigned.
• Complete the required manual steps. Create the profiles, permission sets, and users that give your lending, service, and advisory teams access.
• Go further with the recommended steps. Install the Household Solution, adopt a line-of-business feature set, and set up Einstein Generative AI and Agentforce.

• Considerations for Financial Services Initial Setup
  Review these considerations before you turn on Financial Services Initial Setup.
• Turn On Financial Services Initial Setup
  Turn on the platform services that Agentforce Financial Services requires, and assign the admin permission sets you need, all in one automated step.
• Assign User Access for Financial Services Initial Setup
  After you turn on Financial Services Initial Setup, assign the permission set licenses to the admins and users who set up and use Agentforce Financial Services.
• Prepare Your Org for Financial Services Initial Setup
  After you turn on Financial Services Initial Setup, complete the manual configuration steps in Setup to provision access for your lending, service, and advisory teams.
• Recommended Next Steps for Financial Services Initial Setup
  After you prepare your org, follow these optional steps to reach value faster. Each step is independent, so start with the one that matches your goal.