Streamline your asset finance operations, such as service processes related to
modifying the payment details of loans or leases. Customer support reps can help users defer
payments, modify payment due dates, reverse fees, or view transactions and balances. This agent
facilitates related actions such as creating cases and drafting emails.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Automotive add-on or included in
Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for
Automotive add-on to access the action.
Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your
company as per your requirements.
Considerations for Asset Finance Management To use the Agentforce Asset Finance Management agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
Set Up Agentforce for Asset Finance Management Get your Asset Finance Management agent up and running. Prepare your Salesforce org, configure necessary user permissions, and set up your agent.
Asset Finance Management Subagent Reference A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions.
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