---
schema_version: "1"
id: e42cd7c037ac0a3cae9c3735d9ba4b680ae3155db0e9bf417278c4fd6ace3cc1
title: Extend Banking Support to Third-Party Websites
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_serv_cust_assistance_third_party.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_serv_cust_assistance_third_party.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 919b9bbfbb1695086dd0ff56edba9544683c17bfa9e5ecc5a8742a340ef0acf5
description: Use a prebuilt flow to route banking service inquiries from third-party websites or your bank's secure internet portal to the agent. Embed the Agentforce Banking Service Customer Assistance agent to securely manage interactions for guest users, recognize logged-in users, and initiate customer authentication on third-party websites.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Extend Banking Support to Third-Party Websites

Use a prebuilt flow to route banking service inquiries from third-party websites or your bank's secure internet portal to the agent. Embed the Agentforce Banking Service Customer Assistance agent to securely manage interactions for guest users, recognize logged-in users, and initiate customer authentication on third-party websites.

**Where:** This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud. The Agentforce Service agent uses Flex Credits under the Salesforce Foundations Entitlements model.

**Who:** To use the prebuilt Route Third-Party Website Messaging Session to Banking Service Agent Omni-Channel flow for the Banking Service Customer Assistance template, users need these permission sets and permission set licenses:

- Salesforce Foundations Standard permission set
- Industry Service Excellence permission set
- Financial Services Cloud Extension, Financial Services Cloud Basic, Financial Services Cloud Service, or Financial Services Cloud Standard permission set license
- Omnistudio User permission set
- Business Rule Engine Runtime permission set

**How:** To connect the external site channel to the agent, build an Omni-Channel flow by using the prebuilt Route Third-Party Website Messaging Session to Banking Service Customer Assistance flow template. Configure Messaging Settings to generate the deployment snippet and embed the code into the website's HTML. Make sure to configure Allowed Domains (CORS and Trusted URLs) for secure connectivity and validate the integration through testing.

#### See Also

- [_Salesforce Help:_ Integrate Banking Service Customer Assistance with Third-Party Websites](https://help.salesforce.com/s/articleView?id=ind.fsc_agent_ser_cust_asst_thirdparty.htm&language=en_US)
- [_Salesforce Help:_ Banking Service Customer Assistance](https://help.salesforce.com/s/articleView?id=ind.fsc_agent_service_cust_assistance.htm&language=en_US)