---
schema_version: "1"
id: 9b894a85e3049da7deee810ddf765982c96b998d1566abd571f7cfa09e2ce912
title: Financial Services | Structure Financial Advisor Meeting Note
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_fsc_structure_meeting_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_structure_meeting_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b27d37e7b0c711df90deb47cf34757195fc759a046f3d6f59211720a86abe746
description: Structure and organize meeting notes. Identify the key client details, needs, concerns, and next steps for a follow-up meeting.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Structure Financial Advisor Meeting Note

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d170231e70">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">To use Financial Services Cloud:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">
            <p>Financial Services Cloud Extension</p>
            <p>OR</p>
            <p>FSC Foundation</p>
            <p>OR</p>
            <p>FSC
              Sales</p>
            <p style="margin-bottom:0;">OR</p>
            <p style="margin-bottom:0;">FSC Service</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">To use Financial Advisor Assistance:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">
            <p>Einstein for Financial Services user permission</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Financial Advisor Assistance setting</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">To use Financial Account Management standard objects:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170231e70 ">Financial Account Management Standard Objects setting</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d170231e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">StructureFinancialAdvisorMeetingNotes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Structure Financial Advisor Meeting Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.fsc_agent_financial_advisor_assistance.htm&amp;language=en_US" target="_blank">Financial Advisor Assistance</a></td></tr></tbody></table>