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            Subagent: Payment Due Date Modification

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

            Subagent: Payment Due Date Modification

            Handles requests on modifying the due date for customers' recurring financial account payments. Captures new payment terms, checks eligibility, and creates a case for the due date modification request.

            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 due date modification 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 want to change my payment due date to the 15th of each month"
            • "Can I modify when my monthly mortgage payment is due?"
             
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