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Interacts with the customer to gather their representative's details. This representative helps the customer with issues, such as signing papers, making decisions, or representing the customer. Creates a contact for the representative and adds it to the collection plan if no representative is currently associated with the plan.
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To add the representative details to the collection plan: | Collections and Recovery Specialist AND FSC Service OR FSC Sales |
| To use Agentforce: | Agentforce Service Agent User |
| API Name | RepresentativeContactUpdateForCollectionsASA |
| Included Agent Actions |
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