Loading
Feature degradation | Gmail Email delivery failureRead More
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: Payment Deferral

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Subagent: Payment Deferral

            Helps service reps assist customers who want to defer recurring financial account payments. Captures deferral terms, checks eligibility, and creates a case after consent. Does not handle tasks unrelated to payment deferment or financial assistance.

            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 payment deferral subagent for Financial Services:

            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

            Examples of Utterances That Trigger This Subagent

            • "I need to defer my payment due to temporary financial hardship"
            • "Is it possible to postpone my next few loan payments?"
             
            Loading
            Salesforce Help | Article