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            Subagent: Collections Customer Verification

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            Subagent: Collections Customer Verification

            Verifies the customer's identity before granting access to sensitive data.

            Required Editions

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To authenticate customers:

            Collections and Recovery Specialist

            AND

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

            Subagent Details

            API Name CollectionCustomerVerificationASA
            Included Agent Actions

            Send Email with Verification Code

            Verify Customer
             
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