---
schema_version: "1"
id: 2a63ca70513d8028e46b5b3e18f6c463b7a978c176d56ed8b3466371a3c6129f
title: "Subagent: Payment Link for Collection Plan"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/agent_ref_collections_topics_payment_link.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_topics_payment_link.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 41103e30477aab9ac1b2c5b7c4cc620b6909108eb37317ff5a659b9c90818c46
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Subagent: Payment Link for Collection Plan

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

<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: <a href="https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="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.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7209e64">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">To create and send payment links for collection plans:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">Collections and Recovery Specialist</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">Use Agentforce Default Agent user permission</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">To run prompt templates:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7209e64 ">Execute Prompt Templates user permission</td>

        </tr>
      </tbody>
    </table>

## Subagent 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;">PaymentLinkForCollectionPlan</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Records</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;language=en_US" target="_blank">Identify Record by Name</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&amp;language=en_US" target="_blank">Get Record Details</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_get_payment_sets.htm&amp;language=en_US" target="_blank">Get Payment Method Sets for Merchant Account</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_payment_link.htm&amp;language=en_US" target="_blank">Generate and Send Payment Link</a></p>
            </td>

          </tr>
        </tbody>
      </table>

## 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."