Agentforce
This is the name of Salesforce's AI agent platform that allows companies to deploy autonomous agents across CRM workflows.
What is Agentforce?
FSC uses this data model object to represent a client's financial holdings such as brokerage accounts, checking accounts, and policies.
What is a Financial Account?
This Salesforce product unifies customer data from multiple sources — like your CRM, website, and marketing tools — into a single customer profile.
What is Data Cloud?
This declarative automation tool in Salesforce allows admins to build multi-step business processes with clicks, not code. This is not AI!
What is Flow (Salesforce Flow / Flow Builder)?
This Salesforce product line is specifically designed to manage subscription billing, revenue recognition, and recurring revenue for SaaS or financial service businesses.
What is Revenue Cloud (CPQ + Billing)?
This Agentforce component defines what an agent is allowed to do, grounding it in specific actions and guardrails.
What is an Agent Topic (Agent Instructions/Actions)?
This FSC feature gives advisors a holistic snapshot of a family's financial picture, including all members and their accounts.
What is a Household (Person Account / Relationship Group)?
Data Cloud creates this — a single merged record that combines data about one person from multiple sources into one complete view.
What is a Unified Profile (Unified Individual)?
This Salesforce security model feature controls what records a user can see based on their position in the organization's hierarchy.
What is Role Hierarchy (OWD / Org-Wide Defaults)?
Salesforce's integration platform — uses this architectural to connect systems through APIs and event-driven integrations.
What is MuleSoft
This is the underlying large language model reasoning layer that powers Agentforce agents, built into the Salesforce platform.
What is the Einstein Trust Layer / Atlas Reasoning Engine?
FSC is built on top of which Salesforce Clouds
Sales & Service Cloud
This Data Cloud process is responsible for matching records across different data sources to determine if two records belong to the same person.
What is Identity Resolution?
This platform feature allows developers to define and run custom logic in response to database events, such as record inserts or updates.
What is an Apex Trigger?
This Salesforce add-on product provides real-time engagement scoring, AI-driven next best actions, and journey orchestration for financial advisors and bankers.
What is Einstein for FSC / Next Best Action?
This Agentforce capability allows agents to take action on behalf of users across external systems using pre-built or custom connections.
What are Agent Actions (Flow, Apex, API, and Prompt actions)?
This FSC capability helps bankers and advisors track referrals between lines of business, ensuring proper attribution and follow-through.
What is Referral Management?
After building a segment in Data Cloud, you use this feature to send that audience to destinations like Marketing Cloud, ad platforms, or Agentforce.
What is Data Cloud Activation?
This Cloud capability allows companies to build branded digital portals for customers, partners, or employees — all natively on Salesforce.
What is Experience Cloud (formerly Community Cloud)?
This Salesforce product provides a B2B and B2C commerce solution natively on the Salesforce platform, often paired with FSC for digital banking experiences.
What is Salesforce Commerce Cloud?
Agentforce agents use this framework to determine the sequence of steps needed to complete a multi-step task, looping until a goal is achieved.
What is the ReAct (Reasoning + Acting) loop / Agentic Loop?
This FSC compliance feature creates an auditable, time-stamped log of client interactions and consent records, supporting regulations like FINRA and GDPR.
What is Interaction Summaries / Consent Management (Compliant Data Sharing)?
This Data Cloud architectural capability allows orgs to access and query data stored in external systems — like AWS S3 or Snowflake — without physically copying it into Salesforce.
What is Data Federation (Zero-Copy / Data Lakehouse integration)?
Top-end AI features, including our bot friend, Native DLP, Compliance, and enterprise management are only available in this SKU.
What is Enterprise+ Slack
Salesforce uses this consumption-based licensing model for Data Cloud, where customers purchase credits to ingest, process, and activate data — rather than paying per record or per user.
What are Data Cloud Credits (consumption-based licensing)?