Prebuilt reports and dashboards from extension packages and dashboard packs
Key Takeaway
Before building reports and dashboards from scratch, check for prebuilt ones: Agentforce Financial Services unmanaged extension packages and dashboard packs on AgentExchange. Install a dashboard pack in a sandbox or developer org first, then customize or delete its dashboards to fit the business need.
A user story's success criteria often call for reports and dashboards. A consultant doesn't always need to build them from scratch. Agentforce Financial Services offers unmanaged extension packages that add ready-made reports and dashboards for specific features, such as referrals and commercial banking. AgentExchange also lists dashboard packs built by partners, which you can use to jumpstart your reports and dashboards. Salesforce recommends a clear order for adopting a dashboard pack: try it outside production, keep what fits, and remove what doesn't.
Unmanaged extension packages
Agentforce Financial Services delivers some reports and dashboards through unmanaged extension packages. You install the package to give users that feature's reports and dashboards. Two examples are the referral package and the commercial banking package.
| Unmanaged extension package | Feature | What it provides |
|---|---|---|
| Financial Services Referral Ext | Intelligent Need-Based Referrals and Scoring | Referral dashboards and reports. The dashboards let users strengthen referral networks, nurture relationships, and identify and reward top referrers. |
| Commercial Banking Unmanaged Extension Package | Commercial Banking | The My Loans and Mortgages report and the Relationship Management Dashboard, for relationship managers and lending assistants |
Intelligent Need-Based Referrals and Scoring lets users source referrals across lines of business. Users route those referrals automatically based on a customer's expressed interest, from savings accounts to home loans. Installing the Commercial Banking Unmanaged Extension Package is one of the steps to enable Commercial Banking features.
A commercial bank is setting up Commercial Banking. The success criteria in its user story say relationship managers need a report of their loans and mortgages and a dashboard for managing their relationships. The consultant doesn't design these from scratch. She recommends installing the Commercial Banking Unmanaged Extension Package, which gives relationship managers and lending assistants the My Loans and Mortgages report and the Relationship Management Dashboard. Later, the bank's retail team wants to identify and reward its top referrers. For that requirement, she recommends the Financial Services Referral Ext package, which provides the referral dashboards and reports.