---
schema_version: "1"
id: e58d36e86aac24c268b7fcfb9cf5326c666dd7b4b2573d3887f7a9fdc1207242
title: Financial Services | Summarize Financial Plans and Goals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_fsc_summarize_plans_goals.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_plans_goals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 288f814745adb444068d50dff9ba56a3d994e0514b93590bcec7f2a4551d2cd3
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Summarize Financial Plans and Goals

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

<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="d170554e70">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170554e70 ">To use Financial Services Cloud:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170554e70 ">
            <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="d170554e70 ">To use Financial Advisor Assistance:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170554e70 ">
            <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="d170554e70 ">To use Financial Account Management standard objects:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170554e70 ">Financial Account Management Standard Objects setting</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d170554e70 ">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;">SummarizeFinancialPlansAndGoals</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;">Client Financial Plans and Goals Progress</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>