---
schema_version: "1"
id: 3c950fbfa460ffbb2f0d75067487d71daaad2f56d76d3cc5e24a4df41bd0a94f
title: "Subagent: Promise-to-Pay Agreements"
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_promise_to_pay.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_topics_promise_to_pay.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3803bf373bbd281385bb4bbbd55324f4306e6e4f410a380cba1f43853ff493ad
description: Helps collections specialists to gather the payment plan details. Creates a payment schedule according to the user’s inputs, and sends an email to the user with the promised payment details.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Subagent: Promise-to-Pay Agreements

Helps collections specialists to gather the payment plan details. Creates a payment schedule according to the user’s inputs, and sends an email to the user with the promised payment details.

### 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="d17629e64">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17629e64 ">To create promise-to-pay agreements:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17629e64 ">Collections and Recovery Specialist</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17629e64 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17629e64 ">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="d17629e64 ">To run prompt templates:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17629e64 ">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;">PromiseToPayAgreements</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 style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_ptp.htm&amp;language=en_US" target="_blank">Create Promise to Pay</a></p>
            </td>

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

## Example Utterances

- “Create promise to pay for collection plan.”
- “Create promise to pay for Julia Green's collection for full amount in 2 installments on 25th of next two months.”
- “Create promise to pay for collection plan with name CP-000000015.”
- “Create promise to pay for collection plan with name CP-000000015 for amount of 1000. Make two part payments of 200 and 800 for dates 28 Feb and 12 Mar.”