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            Communications | Get Payment History

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            Communications | Get Payment History

            Fetch and shows recent transactions and verifies past payments.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GetPaymentHistory
            Reference Action Type Prompt
            Reference Action Get Payment History
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Communications Billing Resolution

            Get Payment History and Prompt Templates

            This agent action calls the Get Payment History prompt template for extracting a list of payment details using payment date, amount, and payment method.

            Guidelines and Considerations

            • This action is a template containing example information. Customize it to your use case.
             
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