Subagent: Card Settings Management
Assists service reps capture client requests to enable domestic or international card settings.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To configure and use travel notification and card settings management agent subagent: | Financial Services Cloud Extension OR FSC Service AND Access Banking Service Assistance |
| To use Agentforce Employee Agent: | Manage AI Agents and Manage Agentforce Employee Agents |
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