Collections and Recovery | Create Case and Related Case Proceeding Records
Creates a case for the collection plan by using the details provided by the user. If the
case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does,
then it creates the related case proceeding and case proceeding participant records.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Financial Services add-on or
included in Agentforce 1 Financial Services Edition. Requires each user to have the
Agentforce for Financial Services add-on to access the action.
User Permissions Needed
To create a case and case proceeding records with the Agentforce action:
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