Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Collections and Recovery | Request Payment Extension

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Collections and Recovery | Request Payment Extension

This action gets relevant collection plan record details for a collection plan name. Gathers the payment commitment details from the customer and creates a payment schedule and payment schedule item records, and sends an email to the customer with the agreed payment details.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud

User Permissions Needed
To request payment extension:	Collections and Recovery Specialist AND FSC Service OR FSC Sales AND Einstein for Financial Services
To use Agentforce:	Agentforce Service Agent User

User Permissions Needed

To request payment extension:

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	RequestPaymentExtensionASA
Action Type	Standard
Reference Action Type	Flow
Reference Action	Create Payment Extension for Borrowers
Inputs	Collection Plan Name, Comments, Installments, Promised Amount, Should Ignore Recent Payment Extension Request, Verified Customer Contact ID
Outputs	Payment Schedule Link for Collection Plan, Status Message
Does this action execute one or more prompt templates?	No
Required Setup	Set Up Payment Extension Requests