Helps collections specialists to gather the collection plan and any other relevant
information, such as an email address. Generates a payment link and sends it to the customer via
email if an email address is available. If there's no email address available, provides the
payment link details to the user who triggered this action.
Required Editions
| User Permissions Needed |
| To create and send payment links for collection plans: |
Collections and Recovery Specialist |
| To use Agentforce: |
Use Agentforce Default Agent user permission |
| To run prompt templates: |
Execute Prompt Templates user permission |
Example Utterances
- "Generate a payment link for collection plan with name CP-000000015 for $1000."
- "Generate a payment link for collection plan for Julia Green."
- "Create Payment link for this collection plan record."
- "Create payment link for this collection plan record, use the contact email, set the amount
to 5000 and make it a single use link, make the title as payment for Home loan."
