--- schema_version: "1" id: 5729a940d2f54d0ec781760d957f3ad346788df1762c04face3f0c436d4d5ca0 title: Financial Services collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c3bef90daba3302d156d30b7d4da8734e41ba5816120933695b3a5f14d7fb7ba description: Discover the power of Agentforce Financial Services, which uses AI to unify customer data from banking, wealth, and insurance platforms. Agentforce Financial Services enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success. products: - Cross Cloud release: "264" --- # Financial Services Discover the power of Agentforce Financial Services, which uses AI to unify customer data from banking, wealth, and insurance platforms. Agentforce Financial Services enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success. Financial Services Cloud is now Agentforce Financial Services. You may see references to Financial Services Cloud in Salesforce applications and documentation. - **[Set Up Agentforce Financial Services from One Place](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce_fncl_svcs_initial_setup.htm&release=264.0.0&type=5)** Turn on the essential capabilities for Agentforce Financial Services from a single page with Financial Services Initial Setup. Follow a single checklist for required configuration steps so you don't spend time finding where to configure each step. Review adoption paths to identify features that match your business goals. Track setup progress and permission set license usage from one location, so you can plan ahead for license assignments. - **[Agentforce for Financial Services](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce.htm&release=264.0.0&type=5)** Scale your team by using agents for Financial Services to deliver outstanding client experiences. - **[Business Relationship Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_business_relationship_plans.htm&release=264.0.0&type=5)** Create calculation definitions, or use the ones provided out of the box, to automatically track progress toward account plan objectives using Financial Deal records in Business Relationship Plans. - **[Flexible Hierarchies](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_container.htm&release=264.0.0&type=5)** Create consistent flexible hierarchies by defining rules that automatically select and organize matching records, or describe the hierarchy nodes you need in a supported AI coding environment. A headless workflow generates the hierarchy type configuration, including node definitions and relationships. - **[Digital Origination](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_digital_origination_container.htm&release=264.0.0&type=5)** Configure home loan origination faster with an AI coding assistant that coordinates setup across product, pricing, application, disclosures, document requirements, stage management, participant access, and underwriting. Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office processes. - **[Meeting Concierge](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_container.htm&release=264.0.0&type=5)** Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements. - **[New Connect REST APIs in Financial Services Cloud](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_connect_apis.htm&release=264.0.0&type=5)** Connect REST APIs help customers, and partners integrate with Salesforce software and UIs. - **[Intelligent Referral Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management.htm&release=264.0.0&type=5)** Automatically fill referral details to speed up submission and reduce entry errors. Customize how referrals are routed across your organization by selecting an assignment rule engine and setting up assignment rules. Show customized confirmation messages following a referral submission to improve communication clarity and drive user engagement. - **[Households for Agentic Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_households.htm&release=264.0.0&type=5)** Guide users through adding, editing, and deleting household relationships by using prebuilt, flow-driven Actionable Relationship Center (ARC) graphs. ## New and Enhanced Common Features for Agentforce Financial Services Agentforce Financial Services includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Agentforce Financial Services based on your business needs. - [Discovery Framework](https://help.salesforce.com/s/articleView?id=release-notes.rn_validate_uploaded_documents_prefill_assessment_forms_ai.htm&release=264.0.0&type=5 "Use AI-Powered Document Upload Validation and Prefill to extract information from uploaded documents and populate linked fields in Discovery Framework assessment forms. Configure validation rules that stop a noncompliant upload or warn users before they continue. Spend less time entering information manually, and receive immediate feedback about document upload issues.") Use AI to validate uploaded documents and prefill linked fields in Discovery Framework assessment forms. - [Stage Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_stage_management_on_demand_tasks.htm&release=264.0.0&type=5 "With on-demand task execution in Stage Management, you select one or more eligible tasks for the record's current stage, log a reason and comments, and run the tasks immediately. While most business processes are planned, you can run a task on the spot to handle nuanced scenarios that fall outside your planned process. On-demand execution helps you meet a regulatory requirement, handle a customer request, or correct an error outside the standard flow. On-demand tasks run one time, and Stage Management tracks every execution on the stage transition record. This includes who ran it, which task, why, and when.") Run tasks on demand to meet regulatory and customer deadlines. - [Action Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_action_plans.htm&release=264.0.0&type=5 "Scale and track complex business processes with action plans.") Scale and track complex business processes by reporting on action plan owners and targets, creating up to 200 tasks per action plan, and assigning dependent tasks before their parent tasks are complete. - [Actionable List with Data 360 Data Model Objects](https://help.salesforce.com/s/articleView?id=release-notes.rn_actionable_list_dmo_overview.htm&release=264.0.0&type=5 "Create actionable lists directly on unified data from Data 360 data model objects (DMOs) to find and act on new opportunities.") Build targeted client lists by filtering unified Data 360 data alongside CRM fields. Refresh list membership on demand, assign members based on your outreach structure, and track progress with custom statuses. ## Financial Services Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Create Agents for Financial Services in the New Agentforce Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce_builder.htm&release=264.0.0&type=5 "Build and customize agents for your financial services use cases in the new Agentforce Builder in Agentforce Studio. The Agentforce Financial Services agents are now available in the new builder, which uses guided setup, built-in AI assistance, and Agent Script-powered workflows to help you create agents that follow your business rules. Preview, test, trace, and debug agent behavior to deliver higher-quality experiences with less development effort. More financial services agents move to the new builder in upcoming releases.") (Updated the week of October 8, 2026) - - Added information about the availability of two Financial Services Cloud templates in the new Agentforce Builder: Banking Service Customer Assistance and Banking Service Employee Assistance. - [Intelligent Referral Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management.htm&release=264.0.0&type=5 "Automatically fill referral details to speed up submission and reduce entry errors. Customize how referrals are routed across your organization by selecting an assignment rule engine and setting up assignment rules. Show customized confirmation messages following a referral submission to improve communication clarity and drive user engagement.") (Updated the week of October 12, 2026) - - Added a release note to announce the Intelligent Referral Management enhancements. - [Households for Agentic Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_households.htm&release=264.0.0&type=5 "Guide users through adding, editing, and deleting household relationships by using prebuilt, flow-driven Actionable Relationship Center (ARC) graphs.") (Updated the week of October 12, 2026) - - Added a release note to announce the Households for Agentic Advisor enhancements. - [Keep Flexible Hierarchies in Sync Automatically](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_sync.htm&release=264.0.0&type=5 "Automate the maintenance of rule-based flexible hierarchies by using scheduled flows. Because underlying business data changes frequently, rule-based hierarchies can fall out of sync with their defined rules. Instead of manually auditing and updating hierarchies, schedule the prebuilt flows to proactively identify out-of-sync hierarchies and re-run their rules to bring them back into alignment.") (Updated the week of October 12, 2026) - - Added a release note to announce the Flexible Hierarchies enhancement. ### September 2026 - [Create Calculation and Analysis Worksheets for Origination Processes](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_origination_worksheet.htm&release=264.0.0&type=5 "Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office origination processes. Relationship managers can calculate pricing, while reviewers and operations teams can analyze financial stability, cash flow, and tradeline data to evaluate an applicant’s eligibility for financial product offerings.") (Updated the week of September 28, 2026) - The generative AI enhancement that lets you define and refine calculation logic isn’t quite ready, so we’re removing it for now. We’ll let you know after it’s back up. - [Set Up Flexible Hierarchies with a Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_ai_setup.htm&release=264.0.0&type=5 "In a supported AI coding environment, describe the hierarchy nodes you need. A headless workflow then generates the hierarchy type configuration, including node definitions and relationships. Previously, you configured each definition and relationship individually in Setup. Use this workflow to set up hierarchy types for advisory teams, branches, or business units faster.") (Added the week of September 28, 2026) - [Configure Home Loan Origination with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_digital_origination_ai_setup.htm&release=264.0.0&type=5 "Configure digital origination for home loans by describing the product and origination journey that you want. Your AI coding assistant coordinates setup across product catalogs, pricing, application intake, disclosures, document requirements, stage management, participant access, and the underwriter console to reduce manual configuration across each area.") (Added the week of September 14, 2026) - [Set Up Meeting Concierge with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_ai_setup.htm&release=264.0.0&type=5 "Use an AI-assisted workflow in a supported coding environment to set up Meeting Concierge end-to-end in an existing Financial Services org, without navigating multiple setup pages or relying on specialized setup knowledge.") (Added the week of September 14, 2026) - [New Connect REST APIs in Financial Services Cloud](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_connect_apis.htm&release=264.0.0&type=5 "Connect REST APIs help customers, and partners integrate with Salesforce software and UIs.") (Added the week of September 14, 2026) ### August 2026 - [Meeting Concierge](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_container.htm&release=264.0.0&type=5 "Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements.") (Added the week of August 31, 2026)