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Agentforce and Einstein Generative AI
Communications | Get Payment History

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Communications | Get Payment History

Fetch and shows recent transactions and verifies past payments.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name GetPaymentHistory
Reference Action Type Prompt
Reference Action Get Payment History
Does this action execute one or more prompt templates? Yes
Required Setup Agentforce for Communications Billing Resolution

Get Payment History and Prompt Templates

This agent action calls the Get Payment History prompt template for extracting a list of payment details using payment date, amount, and payment method.

Guidelines and Considerations

  • This action is a template containing example information. Customize it to your use case.
 
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