Connector Library lets you connect external financial data providers directly in Setup, no IT support or manual configuration required. Validate API credentials, configure Data 360, deploy Data 360 data bundles, configure advisor codes for accurate data attribution, and manage stream refreshes from a single interface. After connecting, Connector Library schedules daily data syncs and shows real-time connection status through the Integration Status Panel, where you can monitor data freshness and manually trigger refreshes.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license, or in Agentforce 1 Financial Services Edition.
How: To get started, assign the required permissions and configure Einstein Generative AI, Agentforce, and Data 360. Then, in Setup, find and select Connector Library, and click Explore Connections. Select a provider, enter your credentials, click Test Connection, and deploy the connector.