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            Subagent: Representative Contact Update for Collections

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            Subagent: Representative Contact Update for Collections

            Interacts with the customer to gather their representative's details. This representative helps the customer with issues, such as signing papers, making decisions, or representing the customer. Creates a contact for the representative and adds it to the collection plan if no representative is currently associated with the plan.

            Required Editions

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To add the representative details to the collection plan:

            Collections and Recovery Specialist

            AND

            FSC Service OR FSC Sales
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name RepresentativeContactUpdateForCollectionsASA
            Included Agent Actions

            Update Representative Contact for Collections

            Example Utterances

            • Add or Update representative for Collection Plan.
            • Add or Update a contact to represent on my behalf for Collection Plan.
             
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