This action lets collections specialists create promise-to-pay agreements for borrowers.
The action gets relevant collection plan record details for a collection plan ID. Gathers the
payment commitment details from the user and creates a payment schedule and payment schedule item
records, and sends an email to the user with the promised payment details.
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.
|
Action Details
| API Name |
CreatePromiseToPay |
| Reference Action Type |
Flow |
| Reference Action |
Create Promise to Pay |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Promise to Pay |
