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Resume as informações financeiras de uma conta, com detalhes como contas financeiras da conta, formulários de solicitação, casos e oportunidades.
| Disponível em: Lightning Experience |
| Disponível em: Edições Enterprise, Performance, Unlimited e Developer com o complemento Agentforce para Automotive ou incluídas na Agentforce 1 Automotive Edition. Exige que cada usuário tenha o complemento Agentforce para Automotive para acessar a ação. |
| Permissões de usuário necessárias | |
|---|---|
| Consulte Acesso de usuário comum para ações padrão do agente. | |
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