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            Revenue | Get Dunning Strategy

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            Revenue | Get Dunning Strategy

            The Get Dunning Strategy action assesses an account’s financial health, ongoing collection efforts, prior interactions, payment history, and open disputes to recommend the most effective engagement and recovery approach. Using AI-driven insights such as invoice risk scores and communication patterns, it suggests the optimal dunning orchestration, including targeted reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending services, or escalating the case.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on.
            User Permissions Needed  
            To execute actions in Employee agents:

            Billing Collections

            AND

            Recovery Specialist
            See Manage Employee Agent Access.

            Action Details

            API Name GetDunningStrategy
            Reference Action Type Standard Action
            Reference Action Get Dunning Strategy
            Does this action execute one or more prompt templates? Yes
            Required Setup

            Set Up Agentforce for Revenue Cloud

            Set Up Billing Employee Assistance

            Input

            • Collection Plan Name—The collection plan name associated with the account.

            Output

            • Plan Analysis—Summary of the active collection plan, including the number of invoices and total balance.
            • Strategy Recommendation—Execution plan detailing sequential actions with specific intervals, complemented by a prioritized checklist of immediate next steps and alternative resolution paths.

            Guidelines and Considerations

            • For consistent functionality, rather than building a new prompt template, create another version of the template, make your modifications, and then activate it.
             
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