Extending the delivered data model versus building custom objects
Key Takeaway
Map the final design onto the delivered Agentforce Financial Services objects first. Extend those objects with fields, picklists, layouts, and validations, and add custom components where the delivered model has a gap.
Agentforce Financial Services comes with a ready-made data model. The model is built on standard Salesforce objects such as Account, plus specialized objects for financial accounts, households, and business lines such as branches, deals, insurance, and lending. During delivery, a consultant maps the final design onto these delivered objects first and then extends them. Custom components are added where the delivered model has a gap, so you need to know what the delivered model already covers before you build anything new.
Standard objects plus specialized data models
Agentforce Financial Services starts from standard Salesforce objects such as Account, Opportunity, and Case. On top of them, it adds specialized data models that you implement based on business requirements. You can use just the parts you need.