Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Salesforce Enforces New Security Requirements in Summer 2026

Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Collections and Recovery | Generate and Send Payment Link

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Collections and Recovery | Generate and Send Payment Link

This action creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action.

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 and send a payment link:	Collections and Recovery Specialist AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To create and send a payment link:

Collections and Recovery Specialist

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	GenerateAndSendPaymentLink
Reference Action Type	Action
Reference Action	Generate and Send Payment Link
Does this action execute one or more prompt templates?	No
Required Setup	Set Up Pay Now and Customize the Flow to Send Payment Links