This action gets relevant collection plan record details for a collection plan name.
Gathers the payment commitment details from the customer and creates a payment schedule and
payment schedule item records, and sends an email to the customer with the agreed payment
details.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited
Editions with Financial Services Cloud |
| User Permissions Needed |
| To request payment extension: |
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 |
RequestPaymentExtensionASA |
| Action Type |
Standard |
| Reference Action Type |
Flow |
| Reference Action |
Create Payment Extension for Borrowers |
| Inputs |
Collection Plan Name, Comments, Installments, Promised Amount, Should Ignore Recent
Payment Extension Request, Verified Customer Contact ID |
| Outputs |
Payment Schedule Link for Collection Plan, Status Message |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Payment Extension Requests |
