Loading
Feature Degradation | Agentforce Voice Read More
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: Card Lock Management Request

            You are here:

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

            Subagent: Card Lock Management Request

            Temporarily locks (freezes) or unlocks (reactivates) a card. This subagent retrieves customer cards, validates their current status to ensure eligibility, captures the reason for locking, and creates a case to process the request. However, this subagent doesn’t handle permanent blocks or replacements for lost or stolen cards.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure card lock management request subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Salesforce Foundations Standard permission set

            AND

            Industry Service Excellence

            AND

            Omnistudio Admin
            To use card lock management 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 CardLockManagementRequest
            Included Agent Actions

            Get Topic Config

            Get Card Details for Account

            Create Case for Lock Or Unlock Card

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Freeze my card"
            • “Turn my card back on”
             
            Loading
            Salesforce Help | Article