Collections and Recovery | Create Case and Related Case Proceeding Records

Creates a case for the collection plan by using the details provided by the user. If the case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does, then it creates the related case proceeding and case proceeding participant records.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.

User Permissions Needed
To create a case and case proceeding records with the Agentforce action:	Collections and Recovery Specialist AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To create a case and case proceeding records with the Agentforce action:

Collections and Recovery Specialist

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	CreateCaseAndRelatedCaseProceedingRecords
Reference Action Type	Flow
Reference Action	Create Case and Related Case Proceeding Records
Does this action execute one or more prompt templates?	No
Required Setup	Set Up Case Management for Collections and Recovery