Agentforce Financial Services Developer Guide

Agentforce Financial Services Developer Guide
Agentforce Financial Services Standard Objects
Agentforce Financial Services Managed Package Objects
Agentforce Financial Services Associated Objects
Apex Reference
Agentforce Financial Services Business APIs
Agentforce Financial Services Metadata API
Agentforce Financial Services Standard Invocable Actions
Create Financial Records Actions
Create Integration Plan
Get Assessment Response Summary
Get Picklist Values Action
Publish Actionable Orchestration Source Event Action
Run Integration Plan
Agentforce Financial Services Tooling API Objects
Agentforce Financial Services Custom Metadata Types
Agentforce Financial Services Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Agentforce Financial Services Standard Invocable Actions

Create related records for a residential loan application, get an assessment response summary, or create and run integration plans. For more information on standard invocable actions, see REST API Developer Guide and Actions Developer Guide.