Enabling Agentforce Financial Services features through Salesforce Go
Key Takeaway
Turn on Financial Services Initial Setup in Salesforce Go so the required platform services are enabled in the correct order. Then grant access yourself, because the automated step doesn't give business users access.
Salesforce Go is a single setup location where admins discover, set up, configure, and monitor Agentforce Financial Services features. For a new implementation, its Financial Services Initial Setup page gives you a guided path. The page turns on the required platform services in the correct order. Then it walks you through the manual steps and the recommended next steps.
What Salesforce Go does
Salesforce Go puts discovery, setup and configuration, and usage monitoring of Agentforce Financial Services features in one place. Salesforce Go is available in Enterprise and Unlimited Editions.
Instead of moving between separate Setup pages, you learn about a feature and configure it without leaving the setup page. The built-in resources include videos, online tours, Trailhead, and Salesforce Help articles.
Salesforce Go also shows which Agentforce Financial Services features and add-on licenses are available for your Salesforce edition. If the Your Account app is turned on, you can buy add-on licenses for some products directly from Salesforce Go.