The subagent securely resets a customer’s card PIN by guiding the Agentforce service
agent through necessary security checks based on the reason for the reset (e.g., reviewing
transactions or configuring card controls for new cards) before creating a case for the
request.
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 pin management 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 pin management request subagent:
Financial Services Cloud Extension OR FSC Service
AND
Industry Service Excellence
AND
Omnistudio User
To let agent use and manage card pin management request subagent as catalog items for
Whatsapp and Voice:
Unified Catalog Agent
To use and manage card pin management request subagent as catalog items for Community
Portal and Third-Party Websites:
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