π° Financial Services Agentforce Framework
Specialized AI Use Case Builder for Financial Institutions - Complete Export Suite
Provided by Rapid Reskill, the training division of Velza, LLC
Financial Services Use Case Details
π― Financial Agent Intent Framework
Describe the specific financial events or situations that trigger this use case.
Describe what financial actions you want taken in response to the triggering moments.
Describe the business outcomes or customer benefits you want to achieve.
π Financial KPIs
Add New Financial KPI
ποΈ Financial Data Sources
Add New Financial Data Source
πΌ Financial Actions & Compliance Guardrails
Financial Actions: what to do
Compliance Guardrails: what not to do
π± Financial Service Channels
π€ Financial AI Prompt Builder - Complete Export Suite
This prompt summarizes all your financial services use case information and can be used to build a Financial Agent in Agentforce. Optimized for financial workflows and regulatory compliance considerations. Copyright 2025 - Rapid Reskill & Financial Agentforce Academy
Complete the required financial fields
Add at least one item to each of the three required fields in the Financial Agent Intent Framework section (marked with *).
