Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Revenue | Retrieve Next Due Payment

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Revenue | Retrieve Next Due Payment

            The Retrieve Next Due Payment agent action identifies the next upcoming payment for an account by returning the earliest due date and the total amount due so that users can quickly understand what a customer needs to pay next.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on.
            User Permissions Needed  
            To execute actions in Employee agents: See Manage Employee Agent Access
            To run flows: Run Flows

            Action Details

            API Name RetrieveNextDuePayment
            Reference Action Type Flow
            Reference Action Retrieve Next Due Payment
            Does this action execute one or more prompt templates? No
            Required Setup

            Set Up Agentforce for Revenue Cloud

            Set Up Billing Employee Assistance

            Input

            • Account Context – The account the user wants the details for.

            Output

            • Next Payment Due Date – The earliest upcoming due date.
            • Amount Due – Total amount associated with that due date.
            • Supporting Details – Invoice identifiers or billing items contributing to the amount.
            • Is Successful – Boolean flag that indicates whether retrieval was successful.
            • Error Message – String with error details if the action fails.

            Guidelines and Considerations

            • The action returns a result only when outstanding amounts have due dates.
            • If no payments are due, the action indicates that no upcoming payment was found.
             
            Loading
            Salesforce Help | Article