Loading
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: Check Payment Cancellation Request

            You are here:

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

            Subagent: Check Payment Cancellation Request

            The subagent assists the Agentforce agent in fulfilling a customer’s request to stop a single check or series of check payments associated with their Financial Account.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with Agentforce Financial Services (formerly Financial Services Cloud)
            User Permissions Needed
            To configure check payment cancellation request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin

            AND

            Unified Catalog Admin

            AND

            Context Service Admin
            To use check payment cancellation request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage check payment cancellation request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage check payment cancellation request subagent as catalog items for Community Portal and Third-Party Websites: Unified Catalog Community User
            To use Agentforce: Agentforce Service Agent User

            Subagent Details

            API Name CheckPaymentCancellationRequest
            Included Agent Actions

            Get Topic Config

            Get Financial Accounts for an Account

            Create Case for Stop Check Payment

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I need to stop payment on check number 1234"
            • "Can you cancel a check I wrote two days ago?"
             
            Loading
            Salesforce Help | Article