Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.
Flexible Hierarchies
- Store rollup data for a hierarchy node, including direct, child, and total aggregate values
- Use the new FlexHierNodeSummary object.
- Store an execution instance of a hierarchy validation job that includes validation requests for one or more hierarchies
- Use the new FlexHierVldJobRun object.
- Store the execution status and results for a specific hierarchy processed in a validation job
- Use the new FlexHierVldJobRunItm object.
Digital Lending
- Store customer's sources of funding information for a financial account being originated
- Use the new PartyFundSource object.
- Store the version of the onboarding data object group for document extraction
- Use the new OnboardingDataObjGrpVer field on the existing DocumentExtractionRequest object.
Meeting Concierge
- Represents a meeting playbook definition. Specifies the structure and sequence of stages used to create meeting playbooks
- Use the new Meeting Playbook Definition object.
- Represents a stage in a meeting playbook definition. Defines the stage position, action, and prompts available at the stage
- Use the new Meeting Playbook Definition Stage object.
- Represents a meeting playbook created from a meeting playbook definition. Specifies the sequence of stages and drives execution for the meeting
- Use the new Meeting Playbook object.
- Represents a stage in a meeting playbook, created from a meeting playbook definition stage. Defines the stage position, action, and prompts available at the stage
- Use the new Meeting Playbook Stage object.
- Represents a document attached to a meeting playbook. It stores meeting-specific details, such as applicable stages and an AI-generated summary
- Use the new Meeting Playbook Stage Content Document object.
- Stores AI-generated or user-authored rich text notes for each meeting stage
- Use the new Meeting Playbook Stage Text object.
- Represents a link between an action and a meeting playbook definition stage
- Use the new Meeting Playbook Definition Stage Capability object.
- Represents the execution of an action for a meeting playbook stage
- Use the new Meeting Playbook Stage Capability object.
- Represents the meeting playbook definitions available for users based on the permission sets assigned to the user
- Use the new Meeting Playbook Definition Permission Set object.