Salesforce - Agentforce Financial Services / Financial Services Cloud

CRM / relationship and case management - access route, data references, and integration requirements.

In Review. This integration is being evaluated. Availability has not been announced. View integration status.

Property	Definition
Provider ID	LEND-20
Integration status	In Review
Category	Lender Systems
Product type	CRM / relationship and case management
Evidence reviewed	2026-10-22

Integration approach

Salesforce REST APIs connect CRM records; financial-services integration templates can use MuleSoft. CRM access alone does not provide access to the lender’s core or LOS.

Access and approval

Requires an authorized Salesforce org, API permissions and configured authentication. MuleSoft templates require a MuleSoft subscription and enablement. Private integration approval ETA is institution-specific; public listing is a separate route.

Documentation availability: Public REST and financial-services integration documentation.

Data reference

Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.

Resource
business
person

Coverage conditions

Property	Definition
Country / deployment conditions	Verify target country, product edition, tenant and deployment.
History	Varies by endpoint, account, and available source history.
Refresh	Provider-dependent; no guaranteed real-time cadence.
Commercial / use rights	Client permission and applicable commercial use rights required.

Provider documentation

• developer.salesforce.com/docs/industries/fsc/guide/get-started.html
• developer.salesforce.com/docs/platform/api-rest/guide/quickstart.html

Related model reference

• Provider coverage
• Resource coverage
• Field dictionary