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Agentforce and Einstein Generative AI
Revenue | Get Account Balance

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Revenue | Get Account Balance

The Get Account Balance agent action retrieves a customer’s billing balance for a specific account by summarizing posted invoices, credits, debits, payments, and refunds so that users can quickly understand the net amount due in a conversational billing inquiry.

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 also requires the Flex Credits Metering add-on and the Usage Management add-on.
User Permissions Needed  
To execute actions in Employee agents: See Manage Employee Agent Access
To run flows: Run Flows

Action Details

API Name GetAccountBalance
Reference Action Type Flow
Reference Action Get Account Balance
Does this action execute one or more prompt templates? No
Required Setup

Set Up Agentforce for Revenue Cloud

Set Up Billing Employee Assistance

Input

  • Account Context – The account the user is asking about.

Output

  • Balance Summary – Summary of the remaining amount due.
  • Billing Components – High-level details included in the balance calculation.
  • Is Successful – Boolean flag that indicates whether retrieval was successful.
  • Error Message – String with error details if the action fails.

Guidelines and Considerations

  • The action returns a summary only for accounts where billing data is available.
  • Results vary based on the billing information recorded for the account.
 
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