Agentforce Financial Services Developer Guide
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Agentforce Financial Services Developer Guide
Create Financial Records Actions
Create Integration Plan
Get Assessment Response Summary
Get Picklist Values Action
Publish Actionable Orchestration Source Event Action
Run Integration Plan
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
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.
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Create Financial Records Actions
Creates person accounts, contacts, financial accounts, properties, assets, and liabilities from a residential loan application. -
Create Integration Plan
Creates an integration plan record based on an object by using Expression Sets to make decisions and Dynamic Fulfillment Orchestration to create related object records. -
Get Assessment Response Summary
Get Assessment Response Summary makes it easy to use a flow to trigger server-side document generation using Document Generation. -
Get Picklist Values Action
Get picklist values for the specified fields of an object. -
Publish Actionable Orchestration Source Event Action
Publish an actionable orchestration source event by using the payload current value and API name of the source object from a data object data change event. -
Run Integration Plan
Triggers an integration plan using Dynamic Fulfillment Orchestration, which ensures each callout happens at the right time by queuing it alongside its dependent steps.