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
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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Agentforce Financial Services Developer Guide

Use the fields, objects, and metadata that extend Salesforce for Agentforce Financial Services (formerly Financial Services Cloud). Apex trigger information is also provided.

Financial Services Cloud is now Agentforce Financial Services. You may see references to Financial Services Cloud in Salesforce applications and documentation.

Fields and objects in the package have the FinServ namespace prefix. For example, FinServ__IndividualId__c is a custom field on Account. FinServ__FinancialAccount__c is a custom object. To refer to the standard Salesforce objects, see the Object Reference for Salesforce.

The custom objects, components, classes, and triggers delivered in the Agentforce Financial Services managed package are one API version behind the core Salesforce API. Agentforce Financial Services standard objects have the same API version as core Salesforce. For example, if your org’s API version is 43, the custom objects in the Agentforce Financial Services managed package are API version 42, and the standard Agentforce Financial Services objects are API version 43.

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