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            Collections and Recovery | Get Collection Plan Details by Name

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            Collections and Recovery | Get Collection Plan Details by Name

            Gets a collection plan record details by using the collection plan name, and verifies if it's related to the querying customer. If related, returns the collection plan details in a formatted string format.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To get collection plan details by name:

            Collections and Recovery Specialist

            AND

            FSC Service OR FSC Sales

            AND

            Einstein for Financial Services
            To use Agentforce: Agentforce Service Agent User

            Action Details

            API Name GetCollectionPlanDetailsByNameASA
            Action Type Standard
            Reference Action Type Flow
            Reference Action Get Collection Plan Details by Name
            Inputs Collection Plan Name, Verified Customer Contact ID
            Outputs Collection Plan Details, Status Message
            Does this action execute one or more prompt templates? No
             
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