Salesforce Blogs & Agentforce Guides

How to configure Contextual Actions for Events and Milestones in Financial Services Cloud so advisors act directly from a client life event.

How to personalize Events and Milestones in Financial Services Cloud with custom icons and compact layouts for clearer event details.

How to configure Business Milestones and hide sensitive Life Event types in Financial Services Cloud's Events and Milestones component.

How to add the Events and Milestones component to a Financial Services Cloud page layout so client events show directly on Person Accounts.

How Events and Milestones in Financial Services Cloud help advisors track life events and build more personalized client relationships.

How to add a new ARC Relationship Graph to a Person Account in Financial Services Cloud, using the Rachel Adams sample record as the walkthrough.

How to create and view custom ARC Relationship Graphs in Financial Services Cloud using Graph Designer to map client and household connections.

What a Second-Generation Managed Package (2GP) is, how its lifecycle works, and how to create and deploy one for AppExchange distribution.

How to configure quick actions in Financial Services Cloud's Actionable Relationship Center (ARC) so advisors complete routine tasks in place.

How to customize record card fields and the side panel in Financial Services Cloud's Actionable Relationship Center (ARC) to surface key client data.

In Salesforce Financial Services Cloud, the Actionable Relationship Center (ARC)

In this blog, you will learn how the Actionable Relationship Center (ARC)

In Salesforce Financial Services Cloud (FSC), every client’s financial world

In today’s financial services industry, understanding not just an individual

How to build a contact-to-contact relationship with a reciprocal role in Financial Services Cloud for lawyers, accountants, and other advisors.

How Relationship Map and Group Builder visibility controls in Financial Services Cloud keep advisors and bankers seeing only the data they need.

Step-by-step guide to enabling or disabling Multiple Relationship Groups in Financial Services Cloud and what it changes for household records.

How Record Rollup Definitions in Financial Services Cloud aggregate financial data across household and group hierarchies for a complete AUM view.

Managing client financial data effectively is at the heart of Financial Services Cloud

Relationship groups let you group related accounts together so you can manage them easier. Accounts added to a Relationship