The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud.
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 | SummarizePortfolioPerformance |
| Reference Action Type | Prompt Template |
| Reference Action | Gain and Loss Summary for Securities Holdings |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Financial Advisor Assistance |