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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Agentforce Financial Services |
Install the Household Solution
Deploy the prebuilt solution for Household and related features, such as Financial Accounts and Life Events, with the option to load sample data. Start here if your institution models clients as households. See Household Solution in Salesforce Go.
Address Your Business Problem
Implement features for your business objectives, such as Onboard Clients, Nurture Relationships, and Service Clients. Then add line-of-business feature sets for Wealth Management, Retail Banking, Commercial Banking, Lending, Debt Collections, and Compliance Management. To find Financial Services feature sets, go to Salesforce Go, select the Feature Sets tab, and filter by Financial Services.
Identify Essential Features
Review the essential Agentforce Financial Services features that meet the foundational needs for most customers. In Salesforce Go, select Financial Services, set Content Type to Features, and set the Other filter to Essential.
Turn On Einstein Generative AI
Turn on the generative AI capabilities that power Agentforce for Financial Services, so your users can summarize records, draft responses, and surface AI-generated insights. See Set Up Einstein Generative AI.
Enable Agentforce
Turn on Agentforce so you can build, configure, and manage AI agents in Agentforce Studio. See Enable Agentforce.
Set Up Agentforce for Financial Services
Create and activate your first Agentforce agent by using agent templates for Agentforce Financial Services. Configure agent topics, actions, and guardrails for compliant, AI-guided customer interactions. See Agentforce for Financial Services.
Enable Data 360
Enable Data 360 (formerly Data Cloud) to unify customer data from your connected sources into a single, cross-channel profile. A unified profile gives your service and engagement teams one complete view of each customer and provides the data foundation for insight-driven features. See Data 360 for Financial Services Cloud.
