Agentforce for Asset Finance Management

Streamline your asset finance operations, such as service processes related to modifying the payment details of loans or leases. Customer support reps can help users defer payments, modify payment due dates, reverse fees, or view transactions and balances. This agent facilitates related actions such as creating cases and drafting emails.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your company as per your requirements.

• Considerations for Asset Finance Management
  To use the Agentforce Asset Finance Management agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
• Set Up Agentforce for Asset Finance Management
  Get your Asset Finance Management agent up and running. Prepare your Salesforce org, configure necessary user permissions, and set up your agent.
• Asset Finance Management Subagent Reference
  A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions.