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Subagent: Financial Account Transactions Request

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Subagent: Financial Account Transactions Request

Retrieves all financial account transactions associated with a specific financial account for customers.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To configure financial account transactions 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 transactions 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

User Permissions Needed

To configure financial account transactions 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 transactions request subagent:

Financial Services Cloud Extension OR FSC Service

AND