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            Subagent: Card Activation Request

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Subagent: Card Activation Request

            Activate a customer’s card and manage their domestic or international card usage settings by guiding the Agentforce service agent through the process.

            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 card activation 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 card activation request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Industry Service Excellence

            AND

            Omnistudio User
            To let agent use and manage card activation request subagent as catalog items for Whatsapp and Voice: Unified Catalog Agent
            To use and manage card activation 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 CardActivationRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Validate Card Details

            Get Card Settings

            Create Case for Card Activation

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I received my new card and need to activate it today"
             
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