When to use Financial Services Initial Setup in Salesforce Go
Key Takeaway
For a new Agentforce Financial Services implementation, turn on Financial Services Initial Setup in Salesforce Go instead of enabling each platform service yourself. Afterward, you still assign permission set licenses and create the profiles, permission sets, and users for your business teams.
Financial Services Initial Setup is a guided setup page in Salesforce Go for the first-time setup of Agentforce Financial Services. One automatic step turns on the required platform services in the correct order and assigns the admin permission sets you need. The page then walks you through the manual steps and points you to optional next steps, all from one place. Use it instead of finding and turning on each required service yourself, so you don't miss one.
What Financial Services Initial Setup is
Financial Services Initial Setup is a guided setup page inside Salesforce Go, so you aren't left to navigate the many Agentforce Financial Services features on your own. While you work, you can open videos, online tours, Trailhead, and Help content without leaving the setup page.
The page has three parts: automatic platform services, required manual steps, and optional recommended steps.
Financial Services Initial Setup is available in Lightning Experience, in Enterprise and Unlimited Editions with Agentforce Financial Services. Agentforce Financial Services is supported only in Lightning Experience, so configure Lightning Experience before you enable it.
Salesforce Go also shows more Agentforce Financial Services features and add-on licenses that 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.