Which three types of preassembled flows can be utilized from the Agentforce Financial Services packages and the Lightning Flow for Financial Services package?
Salesforce provides three primary sets of preassembled Financial Services flows: Mortgage, Retail Banking, and Insurance. These templates accelerate implementation by supplying guided business processes that consultants can clone and adapt rather than constructing every user journey from the beginning.
Financial Services includes different sets of preassembled flows tailored to specific business requirements: mortgage flows, insurance flows, and retail banking flows. Mortgage flows are supplied with Financial Services Cloud, while insurance and retail banking flows are provided through the Lightning Flow for Financial Services package. The installed flows are delivered as standard flow templates and can be cloned and customized according to organizational processes.
Mortgage templates support activities associated with collecting borrower information and assets and liabilities. Retail banking and insurance packages similarly include predefined service-request flows.
Commercial Banking and Institutional Banking have dedicated Financial Services capabilities, but they are not the three categories of preassembled flow sets described by this package architecture. Therefore, the correct selections are Mortgage, Retail Banking, and Insurance.
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