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.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Financial Services.
How: From the gear menu, select Salesforce Go. Search for Financial Services Initial Setup, and then click Keep Going. Turn on Financial Services Initial Setup to enable the essential capabilities, and then complete the remaining configuration steps.