Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Collections and Recovery
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
            Editions and Permissions for Agentforce for Collections and Recovery

            You are here:

            1. Salesforce Help
            2. Docs
            3. Collections and Recovery

            Editions and Permissions for Agentforce for Collections and Recovery

            Review the supported products, editions, and permissions for Collections and Recovery Assistance both for employees and customers. Then learn how your product handles permissions and how to assign them.

            Required Editions

            Editions for Collections and Recovery Assistance for Employees

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.

            Editions for Collections and Recovery Assistance for Customers

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, Performance, and Unlimited Editions

            Permissions for Collections and Recovery Assistance for Employees

            To create an agent by using the Agentforce Employee Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.

            Permission Set Name Description
            Manage AI Agents AND Manage Agentforce Employee Agents To create an agent by using the Agentforce Employee Agent template
            Agentforce Employee Agent User To use Agentforce
            Collections and Recovery Specialist AND Custom Permission Set created To access actions included in the Agent that is created by using the Collections and Recovery Employee Agent template.
            FSC Service OR FSC Sales To access agent actions for Financial Services Cloud

            Permissions for Collections and Recovery Assistance for Customers

            To create an agent by using the Agentforce Service Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.

            Permission Set Name Description
            Manage AI Agents AND Manage Agentforce Service Agents To create an agent by using the Agentforce Service Agent template
            Agentforce Service Agent User To use Agentforce
            Collections and Recovery Specialist AND Custom Permission Set created To access actions included in the Agent that is created by using the Collections and Recovery Service Agent template.
            FSC Service OR FSC Sales To access agent actions for Financial Services Cloud
             
            Loading
            Salesforce Help | Article