This action gets relevant collection plan record details for a collection plan ID.
Checks if the representative contact is already available. If it's available, notifies the
customer that the new representative's details can't be updated. If representative contact isn't
available, gathers the details from the customer, creates a new contact record using these
details, and updates the collection plan record accordingly.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited
Editions with Financial Services Cloud |
| User Permissions Needed |
| To add the legal representative details to a collection plan: |
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 |
UpdateRepresentativeContactForCollectionsASA |
| Action Type |
Standard |
| Reference Action Type |
Flow |
| Reference Action |
Update Representative for Collection Plan |
| Inputs |
Email, First Name, Last Name, Mobile, Phone, Collection Plan Name, Verified Customer
Contact ID |
| Outputs |
Status Message |
| Does this action execute one or more prompt templates? |
No |
