Experience Cloud sites and portal templates for client and partner self-service
Key Takeaway
External users reach Agentforce Financial Services data through Experience Cloud sites, which need licenses for both Agentforce Financial Services and Experience Cloud. Use the Financial Services Client Portal template for client self-service and the Insurance Agent Portal template for independent insurance agents.
Experience Cloud is how a financial institution gives partners and customers outside its org access to Agentforce Financial Services. In a site, an advisor, client, or customer can access client account information, such as a client's profile, account details, and financial accounts. Salesforce delivers different sites and site templates for different external audiences, so the design starts with who will use the site.
Experience Cloud licenses for external users
To set up Agentforce Financial Services Experience Cloud sites, you need user licenses for both Agentforce Financial Services and Experience Cloud. Experience Cloud sites use community user licenses and profiles.
The Agentforce Financial Services for Experience Cloud licenses are:
- Financial Services For Customer Community
- Financial Services For Customer Community Login
- Financial Services For Customer Community Plus
- Financial Services For Customer Community Plus Login
- Financial Services For Partner Community
- Financial Services For Partner Community Login
Each of these licenses has a corresponding permission set license, so new capabilities can be added to each license as appropriate. The licensing changes don't affect existing capabilities, because relevant permissions carry over to the new permission set licenses.
New Agentforce Financial Services capabilities are added only to the new permission set licenses. The old permission sets can no longer be assigned to users. To give existing users access to new features, reassign them in this order:
- Assign the new permission set licenses to your users.
- Unassign the Financial Services Community and Financial Services Community Extension permission sets.
- Unassign the Financial Services Community and Financial Services Community Extension permission set licenses.