Implementation planning for org strategy, licensing and limitations
Key Takeaway
Before you build, choose the org, prefer standard platform features over the managed package for new customers, match licenses to the features users need, and check the known limitations, especially group rollups, multiple currencies, and rollup summary fields in a Partial Copy sandbox.
Implementation planning for Agentforce Financial Services means making a few big decisions before you build. You decide where to build (a new or existing org), which features to build on (standard platform features or the managed package), and which licenses users need. You also check which known limitations could affect the design, so the launch and adoption go smoothly for users, partners, and clients.
Editions and org choice
Agentforce Financial Services runs in Lightning Experience and is available in Professional, Enterprise, and Unlimited Editions.
A customer can implement Agentforce Financial Services in a new Salesforce org or in an existing org. The customer should work with their Salesforce team to decide which option fits the company best.
Installing Agentforce Financial Services isn't supported on an org that has a previously installed version of the Wealth Management app, so check for that app before you choose an existing org.