Subagent: Transfer Funds to Own Account

The Funds Transfer to Own Account subagent retrieves all financial accounts associated with the customer, checks for any account restraints, and prompts the user to select the transfer type. The subagent then gathers the required details and creates a case for funds transfer.

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	FundsTransferToOwnAccount
Included Agent Actions	Query Records Identify Record by Name Get Topic Config Get Financial Accounts for an Account Get Financial Account Balances Create Case for Transfer Funds
Required Setup	Set Up Transfer Funds to Own Account

Examples of Utterances That Trigger This Subagent

"Initiate a loan payment of $450 from Jame Doe’s account"
"Initiate a loan payment from Savings account to Lease account"

Set Up Transfer Funds to Own Account Subagent
Make changes to the agent subagent components to finish setting up your agent for the Transfer Funds to Own Account service process.