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            Subagent: Financial Account Balances Request

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

            Subagent: Financial Account Balances Request

            Retrieves the account balance details associated with a specific financial account for customers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure financial account balances request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin
            To use financial account balances 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 FinclAcctBalancesRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Balances

            Examples of Utterances That Trigger This Subagent

            • "Show the current balance of my account"
            • "Fetch the current balance for my credit card."
             
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