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Service
Submit Direct Deposit Details Action

Submit Direct Deposit Details Action

Submit an employee's request to update their direct deposit details, such as bank account number, routing number, deposit type, and payment order.

Required Editions

Available in: Lightning Experience
Available in: Unlimited Edition with Employee Service

Action Details

To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.

API Name SubmitDirectDepositDetails
Action Type Standard
Reference Action Type Flow
Reference Action Submit Direct Deposit Details
Inputs Product ID (User needs to update product ID), Country Code, Currency Code, Payment Elections.
Outputs Status Message, Case Reference ID.
Does this action execute one or more prompt templates? No

Examples of Utterances that Trigger This Action

  • "I need to update my direct deposit account details."
  • "Set my payroll deposit to Wells Fargo savings account."
  • "I want to link my salary direct deposit to my Wells Fargo account, number 5678."
 
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