Recommended next steps after Financial Services Initial Setup
Key Takeaway
The three recommended next steps after Financial Services Initial Setup are optional and independent of each other, so start with the one that matches the customer's goal instead of following a fixed order.
Financial Services Initial Setup is a guided setup page in Salesforce Go that simplifies setting up Agentforce Financial Services. The page turns on required platform services for you, walks you through the required manual steps, and then points you to recommended next steps. The recommended next steps are optional actions you take after you prepare your org, so the org reaches value faster. When you know which steps are required and which are optional, you can tell where a project can start after setup.
How to move through Financial Services Initial Setup
Financial Services Initial Setup is available in Lightning Experience, in Enterprise and Unlimited Editions with Agentforce Financial Services. The setup follows a set journey with four stages.
- Turn on Financial Services Initial Setup. Turning it on is one automated step that assigns admin permission sets and enables these platform services:
- Contacts to Multiple Accounts
- Context Services
- Business Rules Engine
- Omnistudio
- Document Generation
- Assign user access. Assign permission set licenses to the admins and users who set up and use Agentforce Financial Services.
- Prepare the org with the required manual steps in Setup. Create the profiles, permission sets, and users that give your lending, service, and advisory teams access.
- Take the optional recommended next steps that fit the customer's goal.
The automated step turns the platform services on in the correct order, so you don't miss a required service the way you might if you turned each one on yourself.