← back to the release
new featureFinancial Services Cloud
Financial Services: Deal Performance in Business Relationship Plans and One-Click Agentforce Setup
Financial Services Cloud lets you track and measure financial deals in Business Relationship Plans against revenue goals, create flexible hierarchies with rules, and build calculation and analysis worksheets for origination processes. Agentforce Financial Services can now be set up from one place.
identifiers
Business Relationship PlanFinancial Services Cloudorigination worksheets
flags
off by defaultno action required
- how
- Configure Business Relationship Plans and set up Agentforce Financial Services from the unified setup page.
- who
- when
- where
- Financial Services Cloud.