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Lama AI - Agentforce for Banking RMs

By Lama AI Inc.

Automate the Busywork. Focus on the Relationship.

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Productivity
Sales Productivity
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Easily install customize Agentforce for your lending teams. Automatically generate effective follow-up emails, engage customers and improve team productivity.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Lama AI/Lama AI 1.0 1.1.0
Listed On
07/07/2025
Latest Release
07/07/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Community Builder
Managed Package
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: 2
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/03/2023

Additional Details

Lama AI Agent helps commercial bankers and relationship managers (RMs) stay ahead by automating the manual, time-consuming tasks that slow down the lending process. Designed specifically for banks and credit unions, this GenAI-powered agent works alongside RMs to accelerate onboarding, enhance decision-making, and uncover lending opportunities, without adding friction.

Need help?

Lama AI Inc.

New York, NY, USA

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