Review the supported products, editions, and permissions for Collections and Recovery Assistance both for employees and customers. Then learn how your product handles permissions and how to assign them.
Required Editions
Editions for Collections and Recovery Assistance for Employees
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
Editions for Collections and Recovery Assistance for Customers
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, Performance, and Unlimited Editions |
Permissions for Collections and Recovery Assistance for Employees
To create an agent by using the Agentforce Employee Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name | Description |
|---|---|
| Manage AI Agents AND Manage Agentforce Employee Agents | To create an agent by using the Agentforce Employee Agent template |
| Agentforce Employee Agent User | To use Agentforce |
| Collections and Recovery Specialist AND Custom Permission Set created | To access actions included in the Agent that is created by using the Collections and Recovery Employee Agent template. |
| FSC Service OR FSC Sales | To access agent actions for Financial Services Cloud |
Permissions for Collections and Recovery Assistance for Customers
To create an agent by using the Agentforce Service Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name | Description |
|---|---|
| Manage AI Agents AND Manage Agentforce Service Agents | To create an agent by using the Agentforce Service Agent template |
| Agentforce Service Agent User | To use Agentforce |
| Collections and Recovery Specialist AND Custom Permission Set created | To access actions included in the Agent that is created by using the Collections and Recovery Service Agent template. |
| FSC Service OR FSC Sales | To access agent actions for Financial Services Cloud |