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            Set Up Transfer Funds to Own Account Subagent

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            Set Up Transfer Funds to Own Account Subagent

            Make changes to the agent subagent components to finish setting up your agent for the Transfer Funds to Own Account service process.

            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.
            User Permissions Needed
            To set up and use Transfer Funds to Own Account service process:

            Industries Service Process, Industry Service Excellence, Omnistudio User, Document Checklist, Business Rules Engine

            AND

            Vehicle And Asset Finance Foundation permission set
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents

            Customize the Funds Transfer to Own Account Subagent for your Agent.

            1. In Setup, in the quick find box, search Agentforce Agents and select Agentforce Agents.
            2. Click + New Agent.
            3. Select Asset Finance Management.
            4. Click Next.
            5. Add a description, role, company, and other details.
            6. Click Create.
            7. In the Subagents section, click New and select Add from Asset Library.
            8. Search for and select the Funds Transfer to Own Account.
            9. Click Finish.
            10. Edit the Funds Transfer to Own Account subagent.
            11. For Classification Description, enter Helps customers initiate fund transfers for loan payments from their accounts to loan accounts.
            12. For Scope, Your job is to help customers transfer funds for loan payments from their financial accounts to their loan accounts. Based on this, filter and present the appropriate destination (target) account types. Then, guide the user through selecting eligible source and target accounts, specifying amount,currency code and payment schedule (one-time or recurring), and submitting the request. Ensure constraints, balances, and formatting are handled per the account type. For payment accounts (Loans, Credit Cards), support balance-based payment options.
            13. Update the 2nd instruction to this:

              If transferCategory is already in intent/context, use it.

              If missing, automatically set transferCategory to 'Loan Payment' since this topic only handles loan payments. Always pass 'Loan Payment' as the Transfer Category to GetTopicConfiguration and other downstream actions.

            14. Update the 7th instruction that asks for loan amount:

              If not already in context, always ask the customer to select one of the following exactly as numbered options:

              1. One-time

              2. Recurring

              If One-time: Ask sequentially for:

              → Transfer Date (YYYY-MM-DD, must be future dated)

              → Amount (if not already chosen)

              → Remarks (optional)

              If Recurring:

              First ask which Recurring Payment Option:

              1. Duration-based

              2. Installment-based

              If Duration-based:

              → Amount (MANDATORY)

              → Ask for Start Date (YYYY-MM-DD)

              → Ask for End Date (YYYY-MM-DD, must be after start date)

              → Ask for Frequency (e.g., Weekly, Monthly, etc.)

              → Ask for Remarks

              If Installment-based:

              → Amount (MANDATORY)

              → Ask for Start Date (YYYY-MM-DD)

              → Ask for Frequency (e.g., Weekly, Monthly, etc.)

              → Ask for Installment Count (MANDATORY)

              → Ask for Remarks

              IMPORTANT: Always prompt step-by-step, one field at a time. Never ask all inputs in a single message.

            Create Dynamic Picklist Values

            1. In Setup, go to Object Manager.
            2. In the Quick Find box, search for and select Fund Transfer Request.
            3. Select Fields & Relationships.
            4. Select Status.
            5. Click New and add picklist values, such as New, Draft, In Progress, Completed, or Failed.
            6. Save your changes.
            7. Repeat the steps for the Transfer Type field and add picklist values, such as Loan Payment, Internal to Internal One-time Loan Payment, Internal to External Recurring Duration-based Loan Payment, Internal to Internal Recurring Installment-based Loan Payment, and so on.

            Add Field Values for the Financial Account Object

            1. In Setup, go to Object Manager.
            2. In the Quick Find box, search for and select Financial Account.
            3. Select Fields & Relationships.
            4. Select Type.
            5. Click New add the picklist values for Savings and Checking.
            6. Save your changes.

            Set Field-Level Security

            1. In Setup, go to Object Manager.
            2. In the Quick Find box, search for and select Case.
            3. Select Fields & Relationships.
            4. Select Case Source.
            5. Click Set Field-Level Security.
            6. Click Visible for the required profiles.
            7. Save your changes.
            8. Repeat the steps for the To, Case, Frequency, Description, End Date, From, and Installment Count fields on the Fund Transfer Request Object.

            Create a Transfer Funds to Own Account service process from a Template

            1. From Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
            2. Click New Service Process, and then click Create from Template.
            3. Select Transfer Funds to Own Account, and click Save & Launch.
            4. Enter a name and the API name TransferFundsToOwnAccount for the service process.​
            5. In the Data Attributes section, edit the Status field and set its default value to Draft.
              Make sure the base object is Fund Transfer Request.
            6. Save your changes.

            Add the Currency ISO Code Attribute

            1. From Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
            2. From the dropdown menu, click Edit for the created service process.
            3. In the Data Attributes section, click New Data Attribute and enter the following information.
              1. Attribute Name: Currency ISO Code
              2. API Name: currency_code
              3. Attribute Type: Base
              4. Field Identifier: Currency ISO Code
              5. Base Object: Fund Transfer Request
            4. Save your changes.
            5. Click Activate.
             
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