Extract financial goals from meeting notes. Identify financial goals, types, statuses, target values, and target dates for wealth management advisors.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| Permissions Needed | |
|---|---|
| To use Financial Services Cloud: |
Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service |
| To use FinServ Package Financial Advisor Assistance: |
Einstein for Financial Services user permission AND Financial Advisor Assistance setting |
| To use Agentforce: | Agent Platform Builder permission set |
| To run Prompt Templates: | Execute Prompt Templates user permission |
| See Common User Access for Standard Agent Actions. | |
Note This is a Financial Services Cloud managed package feature.
Action Details
| API Name | FinServPkgExtractFinancialGoals |
| Reference Action Type | Prompt Template |
| Reference Action | FinServ Package Extract Financial Goals |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | FinServ Package Financial Advisor Assistance |