---
schema_version: "1"
id: 50d7cc5464a1ce21b8d88a4553cf768bd91bc1be699fdd767de82a58e2fcbcb1
title: Set Up BridgeFT Connector for Agentic Advisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_bridgeft_connector_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_connector_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d5f56b17dff9a20738c75164d66ee226e65133381df9d49b25e272e98acfaaa
description: Unify custodial account data from BridgeFT with your FSC client records for a complete view of client wealth. Set up your BridgeFT connector, configure advisor codes, and establish data governance to begin ingesting custodial data into Data 360.
products:
  - Financial Services
release: "264"
---
# Set Up BridgeFT Connector for Agentic Advisor

Unify custodial account data from BridgeFT with your FSC client records for a complete view of client wealth. Set up your BridgeFT connector, configure advisor codes, and establish data governance to begin ingesting custodial data into Data 360.

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</p>
            </td>

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        </tbody>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d211334e76">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">To use Connector Library with Financial Services:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">
              <p>Financial Services Cloud Extension</p>
              <p>OR</p>
              <p>FSC Foundations</p>
              <p>OR</p>
              <p>FSC Sales</p>
              <p>OR</p>
              <p style="margin-bottom:0;">FSC Service</p>
            </td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">
              <p style="margin-bottom:0;">Agent Platform Builder permission set </p>
            </td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">To run Prompt Templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">Execute Prompt Templates user permission</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">To use Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d211334e76 ">Data Cloud org: Data Cloud Architect</td>

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Before getting started, review these details.

- FSC Agentic Advisor Data Kit contains Agentic Advisor resources and Data 360 resources for customers using Financial Services standard objects.
- A person account is a single record that combines account and contact fields to represent an individual client.
- Financial Custodian represents a third-party financial institution, such as a bank, that holds and secures a client's assets.
- Financial Custodian Advisor represents the advisor code for a financial advisor at a related financial custodian.
- Advisor codes are unique identifiers issued to each advisor by a custodian or portfolio management system. Register your advisors' codes so that Salesforce can sync the correct custodial data for each advisor's book of business.
- Data governance in Data 360 uses tags, classifications, and policies to control which advisors can access which data. Configure governance policies for DMOs like Individual and Staged Financial Account to ensure advisors see only the client data relevant to their book of business.
- The Identity Resolution Data Sync Definition represents the reconciliation ruleset that determines the data viewable in Salesforce after identity resolution is completed.

1. [Enable and Configure Person Accounts in Agentforce Financial Services](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_enable_person_acct.htm&type=5&language=en_US).
2. Set up the FS BridgeFT Data Kit and FSC Agentic Advisor Data Kit.
    1. From Setup, find and select **Data Kit**.
    2. Click the **FSC BridgeFT Data Kit**.
    3. Click **Data Kit Deploy** and enter your Org ID to deploy the Data Kit.
3. Create a BridgeFT connector and deploy the streams to activate the ingestion of data from BridgeFT into Data 360.
    1. From Setup, in the Quick Find box, find and select **Connector Library**.
    2. Click **Explore Connections**.
    3. Select **BridgeFT** and enter the connection name, API name, client ID, and client secret.
        
        The connection name can be up to four characters.
    4. Test and save the connection.
        
        When the connection updates to Active, the connection is complete.
    5. On a BridgeFT connection, click **Deploy**.
    6. Click **Next**.
    7. Verify the credentials.
    8. Click **Save & Deploy**, and then **Close**.
4. Create Financial Custodian and Financial Custodian Advisor records with advisor codes.
    1. From App Launcher, select **Agentic Advisor**, and then select **Financial Custodian**. Click **New**, and then create records for BridgeFT custodial data feeds.
        
        See: Create Financial Custodian.
    2. From App Launcher, select **Agentic Advisor**, and then select **Financial Custodian Advisor**. Click **New**, and then create records for Salesforce advisor users.
        
        See: Create Financial Custodian Advisor.
5. Set up BridgeFT advisor codes. See: [BridgeFT Advisor Codes](https://docs.bridgeft.com/docs/advisor-codes-1).
6. Deploy the BridgeFT Data Kit.
    1. In Setup, find and select **Connector Library**.
    2. On the BridgeFT connector, click **Deploy** to install the BridgeFT Data Kit.
7. Create Data 360 governance policies for Individual and Staged Financial Account DMOs and assign permissions.
    1. [Assign Data 360 governance permissions](https://help.salesforce.com/s/articleView?id=data.c360_a_manage_tags_classifications_taxonomies_policies.htm&type=5&language=en_US) to your advisors.
    2. [Assign data access](https://help.salesforce.com/s/articleView?id=data.c360_a_dc_access.htm&type=5&language=en_US) to the Individual and Staged Financial Account DMOs.
8. Activate the Create Financial Account flow.
    1. In Setup, find and select **Flow**.
    2. Select the **Data Integration Review: Create Financial Account Records** flow.
    3. Activate and save the flow. See [Automate Tasks with Flow](https://help.salesforce.com/s/articleView?id=platform.flow.htm&type=5&language=en_US).
9. [Create Identity Resolution Rulesets](https://help.salesforce.com/s/articleView?id=data.c360_a_identity_resolution_ruleset_create.htm&type=5&language=en_US).
10. Create Identity Resolution Data Sync Definition configurations for Person Account and Financial Account.
    
    1. In Setup, find and select **Identity Resolution Data Sync Definition**.
    2. Click **New**.
    3. Enter a label and developer name.
    4. Select an object type that determines the UI configuration for DMO data.
    5. Select a data space where the ruleset belongs.
    6. Select a ruleset ID of the Identity Resolution Ruleset.
    7. Set the status to **Active**.
    8. Save your changes.
    
    One configuration can be active per object type at a time. Use the same Ruleset ID across both active configurations to ensure identity resolution consistency.
11. Add the financial performance components to the Client Details record pages to show unified data from Financial Services and BridgeFT. See: [Create Financial Portfolio Configuration](https://help.salesforce.com/s/articleView?id=ind.fsc_client_details_financial_portfolio_setup.htm&release=264.0.0&type=5 "Set up Financial Portfolio by assigning permissions and configuring connectors, then create Financial Portfolio Configurations to define the cards, layout, and data sources that show on your advisors' Client Details pages.").
12. View and resolve unreconciled BridgeFT custodial data in Data Integration Review Items.
    1. In Setup, find and select **Data Integration Review Items**.
    2. Review unreconciled Person Accounts.
    3. Review and import unreconciled Financial Accounts.