Collections and Recovery | Generate and Send Payment Link

This action creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action.

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 and send a payment link:

Collections and Recovery Specialist

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.