The Summarize Financial Plans and Goals action finds and retrieves financial plans and financial goals records based on user input and specific conditions such as field values. This action identifies the correct records and object.
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 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 | SummarizeFinancialPlansAndGoals |
| Reference Action Type | Prompt Template |
| Reference Action | Client Financial Plans and Goals Progress |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Financial Advisor Assistance |