Agentforce for Financial Services | Pre-built Skill

Say goodbye to wait times.

Today’s customers expect fast, seamless, and personalized service—without long wait times or transfers. With Agentforce for Financial Services, AI-powered digital agents can now handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.

Pre-built Topic | Employee Facing

Report Lost Card

Overview:
Helping customers replace lost cards takes up valuable time for service representatives. The Report Lost Card topic streamlines the process—automatically creating a case with the details needed for a fast, secure resolution.

Actions Invoked:
Query Record, Get Card Details, Create Case for Lost Card

Data Sources:
CRM Data, CRM Record, Transaction Data

Industry Data Objects Referenced:
Financial Account, Financial Account Party, Case, Service Catalog, Card, Financial Account Transactions

Pre-built Topic | Employee Facing

Fee Reversal

Overview:
Unexpected fees can frustrate customers and lead to costly service calls. The Fee Reversal topic ensures quick, compliant resolutions—reducing call volume and improving satisfaction while considering the customer details and history.

Actions Invoked:
Get Financial Accounts for Account, Get Fee Transactions for Financial Account, Create Case for Fee Reversal, Fulfillment Action

Data Sources:
CRM Data, Core Banking

Industry Data Objects Referenced:
Account, Financial Account, Financial Account Party, Financial Account Transactions, Case, Service Catalog

Pre-built Topic | Employee Facing

Stop Check Payment

Overview:
Stopping payment on a check is time-consuming and prone to errors when Service Representatives have to manually identify the check and update records in the system. The Stop Check Payment topic is used to automatically create and fulfill stop check payment requests for single or multiple checks.

Actions Invoked:
Query Record, Get Financial Accounts for Account, Create Case for Stop Check Payment

Data Sources:
CRM Data, Core Banking 

Industry Data Objects Referenced:
Account, Financial Account, Financial Account Party, Case, Service Catalog

Pre-built Topic | Employee Facing

Travel Notification

Overview:
Manually setting up travel notifications can be slow and inefficient, requiring service representatives to pull data from multiple systems. The Travel Notification feature streamlines the process—instantly retrieving card details, triggering notifications, and managing card usage settings in one seamless action.

Actions Invoked:
Get Card Details, Create Travel Notification Case, Get Card International Use Settings, Create Case for Managing Card Usage, Answer with Knowledge

Data Sources:
CRM Data, Core Banking

Industry Data Objects Referenced:
Account, Financial Account, Financial Account Party, Card, Service Catalog

The Agentforce Opportunity for Financial Services

Financial services organizations are prioritizing efficiency gains, personalized customer experiences, and robust risk mitigation. Agentforce addresses these imperatives by seamlessly extending your workforce and providing always-on customer service. This intelligent digital labor empowers your employees and enhances customer satisfaction.

Increase Banker Productivity
Improve Customer Experience
Reduce Manual Processes
Reduce Case Resolution Time

Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.