The Summarize Account Financial Details action provides wealth advisors with real-time summary of an account’s financial profile within Salesforce Financial Services Cloud.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| Permissions Needed | |
|---|---|
| To use Financial Services Cloud: |
Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service |
| To use Financial Advisor Assistance: |
Einstein for Financial Services user permission AND Financial Advisor Assistance setting |
| To use Financial Account Management standard objects: | Financial Account Management Standard Objects setting |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeAccountFinancialDetails |
| Reference Action Type | Prompt Template |
| Reference Action | Client Profile Summary for Account |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Financial Advisor Assistance |