---
schema_version: "1"
id: b3ee08deb030ee7d0ce5b920833f1c88961459b4d6f2c96319317ea9a785cda6
title: Set Up Agentforce Financial Services from One Place
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc_agentforce_fncl_svcs_initial_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce_fncl_svcs_initial_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fd1e94e8651e902e80207cd85449c15bafd6834e2a3427673cd6bec9720aa8d
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Set Up Agentforce Financial Services from One Place

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.

#### See Also

- [_Salesforce Help_: Financial Services Initial Setup in Salesforce Go](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_fncl_svcs_initial_setup_go.htm&language=en_US)