This action lets collections specialists create promise-to-pay agreements for borrowers.
The action gets relevant collection plan record details for a collection plan ID. Gathers the
payment commitment details from the user and creates a payment schedule and payment schedule item
records, and sends an email to the user with the promised payment details.
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.
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