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Set Up Banking Relationship Assistance

Agentforce Employee agents help employees increase productivity, automate repetitive tasks, analyze data, personalize experiences, and handle creative tasks. Use the Banking Relationship Assistance template of type Agentforce Employee Agent to quickly get an agent up and running for your company's relationship teams. Or customize the template to include subagents and actions specific to your departmental needs.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license 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 turn on business relationship plans and interaction summaries:

FSC Sales

AND

Customize Application
To turn on Banking Relationship Assistance: Access Banking Relationship Assistance

Before setting up the Banking Relationship Assistance, keep these considerations in mind.

  1. Turn on Banking Relationship Assistance to access the prebuilt Banking Relationship Assistance template and the Post-Meeting Assistance subagent.
    1. From Setup, in the Quick Find box, enter Banking Relationship Assistance, and then under Agentforce for Financial Services, select Banking Relationship Assistance Settings.
    2. Turn on Banking Relationship Assistance.
  2. Create an Agent by using the Banking Relationship Assistance agent template and configure the settings according to your needs.

    If you’re creating an agent using the Create with Gen AI option, make sure the subagents are included.