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Collections and Recovery
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            Set Up Collections and Recovery Assistance for Employees

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            3. Collections and Recovery

            Set Up Collections and Recovery Assistance for Employees

            Collections and Recovery Assistance is a prebuilt Agentforce Employee Agent template. Use this template to create an agent, and keep the considerations in mind before proceeding.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To create an agent by using the Agentforce Service Agent template:

            Manage AI Agents and Manage Agentforce Employee Agents

            AND

            Agentforce Employee Agent Platform

            OR

            Customize Application
            1. To enable Collections and Recovery Assistance, in Setup, find and select Collections and Recovery Settings, and turn on Collections and Recovery Assistance.
            2. To enable Financial Account Management Standard Objects, in Setup, find and select Financial Account Settings, and turn on Financial Account Management Standard Objects.
            3. If you plan to use the Call Script for Collections subagent and related actions, enable Salesforce Voice with Partner Telephony.
            4. If you plan to use the Collections Details From External Sources subagent and related actions, enable Data 360.
            5. Set up Einstein generative AI to access generative AI features.
            6. Enable Agentforce.
            7. Create an Agent by using the Collections and Recovery Assistance template.
              Note
              Note Collections and Recovery Assistance template and subagents are available only in the Legacy Agentforce Builder.

            See Also

             
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