Hi everyone,
I'm setting up Financial Advisor Assistance in Agentforce for Financial Services and I'm running into an error when trying to activate the agent.
Here’s what I've done so far:
- In Setup → Agentforce for Financial Services, I enabled Financial Advisor Assistance.
- I created an agent using the Financial Advisor Assistance agent template.
- When I try to activate the agent, I get the following error: "An error occurred when processing the <Entity> entity with name Financial_Advisor_Assistance. Looks like you don’t have access to agent templates associated with the AgentforceEmployeeAgent agent type. Make sure that you have the required permissions for the type and try again."
The confusing part is that I cannot find any permission set or permission like AgentforceEmployeeAgent in my org. According to the Salesforce documentation, Financial Advisor Assistance requires permissions such as Einstein for Financial Services, Financial Advisor Assistance, Agent Platform Builder, and Execute Prompt Templates, but I'm not sure if there is an additional permission/license required. Has anyone encountered this specific error when activating the Financial Advisor Assistance agent?
- Is there any other setup required before activating the Financial Advisor Assistance agent?
- Is this possibly an issue with the availability/access of the Financial Advisor Assistance employee-agent template in a pre-release FSC trial org?
Any guidance on how to resolve this would be greatly appreciated.
Thanks!
#Financial Services Cloud #Financial Advisory #Agentforce @* Financial Services Cloud *
Hi,
Salesforce's official "Manage Employee Agent Access" doc lists the base requirement as Manage AI Agents OR Customize Application — not strictly requiring Manage Agentforce Employee Agents everywhere. That second permission does exist and is explicitly required for some cloud-specific agent features (e.g., it's named for Consumer Goods Cloud), suggesting it's rolling out product-by-product rather than being universal yet — consistent with it not showing up in a Financial Services Cloud trial org.
Worth trying: confirm Customize Application is assigned (e.g., via System Administrator profile) and retry activation — per the official doc, that alone should satisfy the base requirement regardless of whether Manage Agentforce Employee Agents exists in your org yet. If it still fails with Customize Application present, that's strong confirmation this is an entitlement/provisioning gap specific to Financial Advisor Assistance in trial orgs — worth a support case to confirm AgentforceEmployeeAgentAddOn provisioning status.