Financial Services | Create Account Plan Objective

Use Agentforce to create account plan objective records for strategic initiatives pursued by a relationship team with a client or a partner.

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.

User Permissions Needed
To create an account plan objective based on meeting discussion:	Access Banking Relationship Assistance AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To create an account plan objective based on meeting discussion:

Access Banking Relationship Assistance

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	CreateAccountPlanObj
Reference Action Type	Flow
Reference Action	Create Account Plan Objective
Does this action execute one or more prompt templates?	No

Considerations

The action creates records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the action and add the necessary confirmation steps.