Collections and Recovery Assistance is a prebuilt Agentforce Employee Agent template. Use this template to create an agent, and keep the considerations in mind before proceeding.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To create an agent by using the Agentforce Service Agent template: |
Manage AI Agents and Manage Agentforce Employee Agents AND Agentforce Employee Agent Platform OR Customize Application |
- To enable Collections and Recovery Assistance, in Setup, find and select Collections and Recovery Settings, and turn on Collections and Recovery Assistance.
- To enable Financial Account Management Standard Objects, in Setup, find and select Financial Account Settings, and turn on Financial Account Management Standard Objects.
- If you plan to use the Call Script for Collections subagent and related actions, enable Salesforce Voice with Partner Telephony.
- If you plan to use the Collections Details From External Sources subagent and related actions, enable Data 360.
- Set up Einstein generative AI to access generative AI features.
- Enable Agentforce.
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Create an Agent by using the Collections and Recovery
Assistance template.
Note Collections and Recovery Assistance template and subagents are available only in the Legacy Agentforce Builder.