Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Automotive Cloud
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Subagent: Automotive Payment Due Date Modification

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Subagent: Automotive Payment Due Date Modification

            Customer support reps, account managers, and financial advisors can use the Automotive Payment Due Date Modification subagent to modify the due date for recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, a case is created for the request based on the new terms after the customer gives their consent.

            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.

            Subagent Details

            API Name AutomotivePaymentDueDateModification
            Included Agent Actions
            Required Setup

            Examples of Utterances That Trigger This Subagent

            • “Revise the due date for the recurring payments on Neogen's loan account”
            Example
            Example Here’s how representatives at captive finance companies can assist their customers to change the due date for their loan or lease payments by using Agentforce.
            Instructions Example Utterance Agent response Standard Action Engaged

            Initiate a payment due date modification for a customer account from the relevant account record page by providing any of these inputs.

            • Account name
            • Account email
            • Account phone number
            		 "Please revise the due date for the recurring payments on Acme's loan account." The agent identifies and presents the details of the customer account record and asks for confirmation. Query Records
            Confirm the customer account record. "Confirm Account" The agent shows a list of associated financial accounts for user selection. Get Automotive Financial Accounts for Service Processes

            Select the relevant financial account.

            Note
            Note You can also enter the financial account number, the vehicle identification number, or the vehicle registration number to filter the agent response.
            		 "The financial account with the financial account number FA-80001" The agent asks the user to provide a new due date in a specific format.
            Provide the new due date. "15th of every month"
            • The agent checks the customer's eligibility for a payment due date modification and presents the status.
            • If the customer is eligible, the agent shows the new payment terms after due date modification and asks for confirmation.
            		 Get Updated Terms for Payment Due Date Modification
            Confirm the new terms after the eligibility check to create a case. "Confirm new terms"

            The agent creates a case record based on the new terms and presents the details.

            Note
            Note An email is sent to the customer with the case reference number and the modified payment details.
            		 Create Payment Due Date Modification Case

            An email is sent to the customer once the request is processed and the case is closed.

             
            Loading
            Salesforce Help | Article