Fit-gap against delivered capabilities before customizing
Key Takeaway
Before you customize, compare the customer's needs with what Agentforce Financial Services already delivers. Use or configure a delivered feature first, plan custom work for the gaps that remain, and for a new customer prefer standard features over the managed package.
A fit-gap compares what Agentforce Financial Services delivers out of the box with a customer's business needs, before anyone customizes. You see which needs the product already meets and which need configuration changes. The comparison also shows where you must plan integrations, licenses, or custom work. In Agentforce Financial Services, a fit-gap also means choosing between standard features and managed package features.
How to run a fit-gap
A complete fit-gap looks past the feature list, so it also covers integrations, licensing, and limits.
- Review the out-of-the-box capabilities and compare them to the customer's current needs.
- Decide how to change the default configurations. Evaluate the changes to fields, picklists, layouts, and other features that the business processes require.
- Plan integrations with transactional systems, external data sources, custodians, and other platforms.
- Estimate the size of the user base to set licensing requirements.
- Check whether any limits or limitations affect the implementation.
Salesforce Go is one setup location where you explore, set up, configure, and monitor usage of Agentforce Financial Services features. Salesforce Go also shows which features and add-on licenses are available for the customer's Salesforce edition.
Salesforce Go doesn't separate restricted-use subscriptions from unrestricted ones. The contract defines any restrictions. Salesforce Go doesn't enforce them automatically, so the customer must manage user access and make sure the restrictions are followed.
Agentforce Financial Services can be implemented in a new Salesforce org or an existing one. The customer should work with their Salesforce team to decide which option is best.