Financial Services | Get Financial Account Transactions

Retrieves all transactions, including fee transactions, for a specific financial account. Displays a maximum of 10 transactions in a single view.

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	GetFinancialAccountTransactions
Reference Action Type	Integration Procedure
Reference Action	FSC_GetFinancialAccountTransactions
Does this action execute one or more prompt templates?	No

To work with Get Financial Account Transactions agent action, users require Industry Service Excellence license.
The agent action retrieves the recent five transactions associated with a financial account.