Financial Services | Create Opportunity Based on Meeting Notes

Creates an opportunity record based on meeting notes captured during interaction with the client. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide account ID to log an opportunity.

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 opportunity based on meeting notes:	Access Banking Relationship Assistance AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To create an opportunity based on meeting notes:

Access Banking Relationship Assistance

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	CreateOpportunity
Reference Action Type	Flow
Reference Action	Create Opportunity
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.