Gets a collection plan record details by using the collection plan name, and verifies if
it's related to the querying customer. If related, returns the collection plan details in a
formatted string format.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited
Editions with Financial Services Cloud |
| User Permissions Needed |
| To get collection plan details by name: |
Collections and Recovery Specialist
AND
FSC Service OR FSC Sales
AND
Einstein for Financial Services
|
| To use Agentforce: |
Agentforce Service Agent User |
Action Details
| API Name |
GetCollectionPlanDetailsByNameASA |
| Action Type |
Standard |
| Reference Action Type |
Flow |
| Reference Action |
Get Collection Plan Details by Name |
| Inputs |
Collection Plan Name, Verified Customer Contact ID |
| Outputs |
Collection Plan Details, Status Message |
| Does this action execute one or more prompt templates? |
No |
