Financial Services Cloud34 tasks
Configure Financial Services Cloud Agentic Advisor
This capability sets up the agentic tools a financial advisor uses: Meeting Concierge, Run My Day insights and the advisor agent, plus the demo data and documents that make them show well.
Method
How MeshMesh does it
- Runs permission and preflight checks for the advisor setup.
- Checks Agentforce prerequisites, such as the Agent Actions toggle and admin API access, and assigns the needed permission group.
- Clones the Run My Day insight flows and creates the advisor definition with each insight mapped.
- Builds Meeting Concierge and record page work in the org.
- Produces Meeting Concierge demo material: branded pre-meeting PDFs, notes and a call transcript written to trigger the Agentforce Actions. It then verifies the files.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Financial Services Cloud34 tasks