MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Einstein Bots for Financial Services Cloud

By Salesforce Labs

Einstein Bots for Financial Services Cloud

Free  

Never requires payment

Try It
Industries
Financial Services
Business Need
Agent Productivity

Let your financial services agents focus on complex customer questions, and get the Einstein Bots to handle the easy ones. Our bots lower your support costs and increase your customers’ satisfaction.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Enable Live Agent Preference, Enable Lightning Experience, Enable Bots, Enable Live Agent Channel for Bots

App Details

Version
Einstein Bots for Financial Services Cloud/FSC Extn Bot 218.1.0
Listed On
10/04/2018
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Native App
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
218.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/28/2018

Additional Details

Let our bots do the heavy lifting. Einstein Bots handle transactional queries rapidly and with minimal friction so your service agents can focus on your customers’ more complex needs. Report lost cards. Help customers block cards, even if several are registered in the customers’ name. Register customer travel plans. Support for multiple travel plans available. When the Einstein Bots detect registered travel plans when a customer reports a lost card, customers can choose to have the replacement card delivered to their home address or one of their registered travel destinations. Got an idea? Put Einstein Bots up to it! Whatever your use case, if you think chatbots are the way forward, you can use our platform to break through to a solution.

Need help?

Salesforce Labs

San Francisco, CA, USA

Other ResourcesTerms & Conditions