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            Subagent: Address Update Request

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            3. Financial Services Cloud Admin Guide

            Subagent: Address Update Request

            Interacts with the customer to update addresses for their accounts and financial accounts. The subagent identifies the customer, displays available addresses for selection, gathers new address details, and creates a case for the update.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure address update request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin
            To use address update request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name AddressUpdateRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Account Addresses

            Create Case for Financial Account Address Update

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Update my work address"
            • “Change my primary address on record”
             
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