---
schema_version: "1"
id: ec58510729495c6cb03ac533969f09b0530db1ffa07418dd669506c0a4ec9c72
title: Revenue | Get Account Balance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_revenue_get_account_balance.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_account_balance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 40f2a6e252f35238db848f8b6799fe55e7ce3add7454d60fe304202c6bf52062
description: The Get Account Balance agent action retrieves a customer’s billing balance for a specific account by summarizing posted invoices, credits, debits, payments, and refunds so that users can quickly understand the net amount due in a conversational billing inquiry.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Get Account Balance

The Get Account Balance agent action retrieves a customer’s billing balance for a specific account by summarizing posted invoices, credits, debits, payments, and refunds so that users can quickly understand the net amount due in a conversational billing inquiry.

### 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 also requires the Flex Credits Metering add-on and the Usage Management add-on.</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To execute actions in Employee agents: | See [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5 "Control user access to specific Agentforce Employee agents with permission sets or profiles. In Agentforce Builder, use the Agent Access page. In the legacy Agentforce Builder, use the Agent Access tab.") |
| To run flows: | Run Flows |

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GetAccountBalance</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;">Flow</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 Account Balance</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;">No</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

- Account Context – The account the user is asking about.

Output

- Balance Summary – Summary of the remaining amount due.
- Billing Components – High-level details included in the balance calculation.
- Is Successful – Boolean flag that indicates whether retrieval was successful.
- Error Message – String with error details if the action fails.

## Guidelines and Considerations

- The action returns a summary only for accounts where billing data is available.
- Results vary based on the billing information recorded for the account.