---
schema_version: "1"
id: 2a4ed378c4c38fbb92b232375942dc049aeec278610d9692251be922a16bff41
title: Revenue | Get Dunning Strategy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_rev_get_dunning_strategy.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_get_dunning_strategy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e4fc4cb4e837365403900beee94056dfc5883afd2c2e08829ec0c5d3b71f1d02
description: The Get Dunning Strategy action assesses an account’s financial health, ongoing collection efforts, prior interactions, payment history, and open disputes to recommend the most effective engagement and recovery approach. Using AI-driven insights such as invoice risk scores and communication patterns, it suggests the optimal dunning orchestration, including targeted reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending services, or escalating the case.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Get Dunning Strategy

The Get Dunning Strategy action assesses an account’s financial health, ongoing collection efforts, prior interactions, payment history, and open disputes to recommend the most effective engagement and recovery approach. Using AI-driven insights such as invoice risk scores and communication patterns, it suggests the optimal dunning orchestration, including targeted reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending services, or escalating the case.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
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          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d208099e67">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d208099e70">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d208099e67 ">To execute actions in Employee agents:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d208099e70 ">
            <p>Billing Collections</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Recovery Specialist</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d208099e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Employee Agent Access</a>.</td>

        </tr>

      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GetDunningStrategy</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Get Dunning Strategy</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ind.rev_agent_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce for Revenue Cloud</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ind.billing_agentforce_billing_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Billing Employee Assistance</a></p>
            </td>

          </tr>
        </tbody>
      </table>

Input

- Collection Plan Name—The collection plan name associated with the account.

Output

- Plan Analysis—Summary of the active collection plan, including the number of invoices and total balance.
- Strategy Recommendation—Execution plan detailing sequential actions with specific intervals, complemented by a prioritized checklist of immediate next steps and alternative resolution paths.

## Guidelines and Considerations

- For consistent functionality, rather than building a new prompt template, create another version of the template, make your modifications, and then activate it.