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
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
          Subagent: Case Management for Collection Plan

          Subagent: Case Management for Collection Plan

          Interacts with the user to select the current status of the collection plan and provides an option to create a new case. If the user chooses to create a new case, asks the user to enter details, such as the case type, subtype, owner, and priority. Creates the corresponding case and collection event records. Checks if the case is eligible for legal proceedings and if it does, creates the corresponding case proceeding and case proceeding participant records.

          Required Editions

          Available in: Lightning Experience
          Available in: View product and edition availability.
          User Permissions Needed
          To create a case and related case proceeding records: Collections and Recovery Specialist
          To use Agentforce: Use Agentforce Default Agent user permission
          To run prompt templates: Execute Prompt Templates user permission

          Subagent Details

          API Name CaseManagementForCollectionPlan
          Included Agent Actions

          Get Record Details

          Identify Record by Name

          Query Records

          Create Case and Related Case Proceeding Records

          Example Utterances

          • “Create legal case for collection plan with name CP-000000015”
          • “Create legal case for collection plan for Julia Green”
          • “Create legal case for this collection plan record”
           
          Loading
          Salesforce Help | Article