---
schema_version: "1"
id: 19d2b11c6933e6d89b87fda7845dc7a2e037e06c2163a669c57f414256beb626
title: Set Up Banking Relationship Assistance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_relationship_assistance_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_relationship_assistance_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 66d11753e70233f828b5d20a44a249a7e365a40e310c518e3a57432f3c180652
description: 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.
products:
  - Financial Services
release: "264"
---
# 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

<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 in <strong>Enterprise</strong> and <strong>Unlimited</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
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        <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="d182509e62">User Permissions Needed</th>
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        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d182509e62 ">To turn on business relationship plans and interaction summaries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d182509e62 ">
              <p>FSC Sales </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d182509e62 ">To turn on Banking Relationship Assistance:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d182509e62 ">Access Banking Relationship Assistance</td>

          </tr>
        </tbody>
      </table>

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

- [Turn on Business Relationship Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_business_relationship_plan_enable.htm&language=en_US) in the Financial Services Cloud.
- [Enable and Configure Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.fsc_enable_config_interaction_summaries.htm&language=en_US) in your Salesforce org.

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](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US) 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.