Subagent: Financial Account Balances

The Financial Account Balances subagent retrieves the financial account balances associated with a specific financial account.

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.

Subagent Details

API Name FinancialAccountBalances
Included Agent Actions

Query Records

Identify Record by Name

Get Topic Config

Get Financial Accounts for an Account

Get Financial Account Balances

Examples of Utterances That Trigger This Subagent

  • "Show the balance on the customer's automotive loan account."
  • "Fetch the current balance for the loan or lease account."