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            Collections and Recovery | Get Collection Plans for Related Contact and Parties

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            Collections and Recovery | Get Collection Plans for Related Contact and Parties

            Gets a specified number of collection plans associated with a customer's contact. If required, it checks linked financial accounts for additional collection plans until the limit is reached, compiles the details, and returns them to the customer.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To get all the collection plans associated with a customer's contact:

            Collections and Recovery Specialist

            AND

            FSC Service OR FSC Sales
            To use Agentforce: Agentforce Service Agent User

            Action Details

            API Name GetCollectionPlansForRelatedContactAndPartiesASA
            Action Type Standard
            Reference Action Type Flow
            Reference Action Get Collection Plans for Related Contact and Parties
            Inputs Verified Customer Contact ID,
            Outputs Collection Plans, Status Message
            Does this action execute one or more prompt templates? No
             
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