An Agentforce Financial Services administrator wants to create a new Financial Services permission set that...

Interest Tags enable Financial Services users to categorize customer interests and associate those interests with supported records, including Interaction Summaries. Access is controlled through specific Financial Services permissions rather than being universally included in every Financial Services permission set.

Salesforce identifies Financial Services Cloud Extension and Financial Services Cloud Foundations as permission sets that provide the relevant Interest Tags capabilities. Current Salesforce documentation lists these permission sets among those used in Financial Services for access to Interest Tags functionality.

Salesforce also states that users who add Interest Tags to Interaction Summaries require appropriate Financial Services access, including Financial Services Cloud Extension or Financial Services Cloud Foundations, depending on the product configuration. Before users can work with the feature, administrators must also enable Topics and Interest Tags and configure the relevant object for Topics.

Cloning one of these permission sets provides an appropriate baseline when an organization needs a specialized permission set while retaining the required Interest Tags permission. The Financial Services Cloud Standard and Basic permission sets serve other user-access patterns and do not constitute the specified source permission sets for this capability. Therefore, Extension and Foundations are the appropriate permission-set templates.