Agentforce for Asset Finance Management for Customers
Streamline your asset finance operations, such as service processes related to
modifying the payment details of loans or leases such as deferring payments, changing the
payment due dates, reversing fees, viewing transactions and balances, or transferring funds to
accounts on Experience Cloud sites. 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.
Asset Finance Management for Customers 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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