---
schema_version: "1"
id: 8261275e68aeff38cf816e4f4c14dc4b2560e519783bf85bd40a1c49a080fb07
title: Banking Relationship Assistance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_fsc_banking_rltnship_assistance.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_rltnship_assistance.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5a8ffa9ea95c868863d6784da6c22076c66ff857722bface2b396f894c55b31e
description: Your users can now generate a document with information from one or more objects using Agentforce and ask the agent to attach it to a record page.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Banking Relationship Assistance

Your users can now generate a document with information from one or more objects using Agentforce and ask the agent to attach it to a record page.

- **[Summarize Valuable Information with the Pre-Meeting Assistance Agent Topic](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_rltnship_assistance_tearsheet.htm&release=260&type=5)**  
    Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.