Ayuda a los representantes de servicio a ayudar a los clientes que desean aplazar pagos de cuentas financieras recurrentes. Captura condiciones de aplazamiento, comprueba la aptitud y crea un caso tras el consentimiento. No gestiona tareas no relacionadas con el aplazamiento del pago o la asistencia financiera.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Professional, Enterprise y Unlimited con la licencia complementaria Agentforce for Financial Services o incluida en Agentforce 1 Financial Services Edition. Requiere que cada usuario tenga el complemento Agentforce for Financial Services para acceder a la acción. |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar y utilizar el subagente de aplazamiento de pago para Financial Services: | Extensión de Financial Services Cloud O Servicio FSC Y Acceder a asistencia de servicio de banca |
| Para utilizar Agentforce Employee Agent: | Gestionar agentes de IA y Gestionar agentes de empleados Agentforce |
| Nombre de API | PaymentDeferral |
| Acciones de agentes incluidas | Identificar registro por nombre Obtener cuentas financieras para una cuenta |
| Configuración requerida |
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