Subagent: Collections Customer Verification

Verifies the customer's identity before granting access to sensitive data.

Required Editions

Available in: Lightning Experience
Financial Services Cloud: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To authenticate customers:

Collections and Recovery Specialist

AND

FSC Service OR FSC Sales

To use Agentforce: Agentforce Service Agent User

Subagent Details

API Name CollectionCustomerVerificationASA
Included Agent Actions

Send Email with Verification Code

Verify Customer