Choosing an integration option for external financial data
Key Takeaway
In Data Consumption Framework, choose a Service type integration when an agent waits on screen for a real-time answer. Choose a Process type integration when many users make calls at once and must keep working, because it is asynchronous and uses platform events to scale.
Agentforce Financial Services can bring data from core banking, payment network, lending, insurance, and wealth systems into Salesforce, so users get a complete view of each client. Several integration tools do this work, and each one fits a different need. The needs are real-time lookups while an agent waits, high-volume background processing, prebuilt standard endpoints, middleware connections, and full data unification.
Five integration tools
Integrations bring data from other systems together in one platform. For example, integrations can populate and update Financial Account and Financial Account Transaction records with real-time data from a core banking system, so users always see an accurate view of a client's finances.
Agentforce Financial Services has five key integration tools:
- Data Consumption Framework coordinates and scales high-volume integrations.
- Integration Procedures and Integration Definitions get data from different systems in a single call with no-code or low-code tools.
- The Financial Services Integrations API gives prebuilt, industry-standard endpoints.
- Data 360 unifies disparate data sources.
- MuleSoft Direct for Agentforce Financial Services connects Salesforce to external systems such as core banking.
The tools are designed to work together. For example, Data Consumption Framework, MuleSoft integration, and Flexcards can together show users real-time account, financial account, and transaction details from an external core banking system. In Digital Origination for Lending, Integration Definitions and Integration Procedures get data from external providers for bank account verification, employment verification, and anti-money laundering risk screening.