Subagent: Financial Account Transactions

The Financial Account Transactions subagent retrieves all financial account transactions 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 FinancialAccountTransactions
Included Agent Actions

Query Records

Identify Record by Name

Get Topic Config

Get Financial Accounts for an Account

Get Financial Account Transactions

Examples of Utterances That Trigger This Subagent

  • "Show all transactions on the customer's loan account."
  • "Display all transactions for the customer’s lease account."