Delivered flow templates versus rebuilding existing automations
Key Takeaway
Mortgage flow templates are included with Agentforce Financial Services by default. Insurance and retail banking flow templates are available only after you install the Lightning Flow for Agentforce Financial Services package. To adapt any of them, clone the template and customize the clone.
Agentforce Financial Services ships pre-assembled flows for mortgage, insurance, and retail banking as standard flow templates. You can use a template as-is, or clone it and customize the clone to fit the customer's business processes. During discovery, you need to know what ships and how to adapt it. With that knowledge, you can decide whether an existing automation maps to a delivered template or needs its own build.
Pre-assembled flows as standard flow templates
Agentforce Financial Services provides sets of pre-assembled flows, each tailored to a specific business need. The three sets are mortgage, insurance, and retail banking flows. The flows are installed as standard flow templates.
Agentforce Financial Services also provides flow screen components, which extend the types of input fields available in flow screens.