Financial Services | FinServ Package Structure Financial Advisor Meeting Notes (FSC Managed Package)

Structure and organize meeting notes. Identify the key client details, needs, concerns, and next steps for a follow-up meeting.

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	FinServPkgStructureFinancialAdvisorMeetingNotes
Reference Action Type	Prompt Template
Reference Action	FinServ Package Structure Financial Advisor Meeting Notes
Does this action execute one or more prompt templates?	Yes
Required Setup	FinServ Package Financial Advisor Assistance