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Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Collections and Recovery | Update Representative Contact for Collections

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Collections and Recovery | Update Representative Contact for Collections

This action gets relevant collection plan record details for a collection plan ID. Checks if the representative contact is already available. If it's available, notifies the customer that the new representative's details can't be updated. If representative contact isn't available, gathers the details from the customer, creates a new contact record using these details, and updates the collection plan record accordingly.

Required Editions

Available in: Lightning Experience

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

User Permissions Needed
To add the legal representative details to a collection plan:	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 add the legal representative details to a collection plan:

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	UpdateRepresentativeContactForCollectionsASA
Action Type	Standard
Reference Action Type	Flow
Reference Action	Update Representative for Collection Plan
Inputs	Email, First Name, Last Name, Mobile, Phone, Collection Plan Name, Verified Customer Contact ID
Outputs	Status Message
Does this action execute one or more prompt templates?	No