Financial Services | Get Financial Account Balances

Retrieves the financial account balances associated with a specific financial account.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud

User Permissions Needed
To use Financial Services Cloud:	Financial Services Cloud Extension OR FSC Service
See Common User Access for Standard Agent Actions.

User Permissions Needed

To use Financial Services Cloud:

Financial Services Cloud Extension

FSC Service

Action Details

API Name	GetFinancialAccountBalances
Reference Action Type	Integration Procedure
Reference Action	FSC_GetFinancialAccountBalances
Does this action execute one or more prompt templates?	No

To work with Get Financial Account Balances agent action, users require Industry Service Excellence license.