---
schema_version: "1"
id: d248b2ae72913fc33d2a736cb247cf49a58cdc45a9a288caf62fc45bdc9934e4
title: "Subagent: Automotive Payment Deferral"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_payment_def_user_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_payment_def_user_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b85967baa6cba9d5e5dba4c4ef1925e089cf4acc565caa96d824abee79a677b0
description: Customer support reps, account managers, and financial advisors can use the Automotive Payment Deferral subagent to defer recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, a case is created for the request based on the new terms after the customer gives their consent.
products:
  - Automotive
release: "264"
---
# Subagent: Automotive Payment Deferral

Customer support reps, account managers, and financial advisors can use the Automotive Payment Deferral subagent to defer recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, a case is created for the request based on the new terms after the customer gives their consent.

### 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: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

## Subagent Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
        </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;">AutomotivePaymentDeferral</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;">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;type=5&amp;language=en_US" target="_blank">Query Records</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_auto_fin_acc_for_svc_proc.htm&amp;language=en_US" target="_blank">Get Automotive Financial Accounts for Service
                    Processes</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_updt_terms_for_payment_def.htm&amp;language=en_US" target="_blank">Get Updated Terms for Payment
                    Deferral</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_payment_def_case.htm&amp;language=en_US" target="_blank">Create Payment Deferral Case</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" id="auto_genai_payment_def_user_topic__fsc_agent_ser_asst_topic_funds_transfer_own_ul_x4w_vsw_rfc" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce for Asset Finance
                Management</a></td>

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

## Examples of Utterances That Trigger This Subagent

- “Defer the payment on Neogen's loan account”

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_example.png)

Example Here’s how representatives at captive finance companies can assist their customers to defer loan or lease payments by using Agentforce.<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d145956e159">Instructions</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d145956e162">Example Utterance or User Input</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d145956e165">Agent response</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d145956e168">Standard Action Engaged</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e159 ">
                  <p>Initiate a payment deferral for a customer account from the relevant account
                    record page by providing any of these inputs. </p><a name="auto_genai_payment_def_user_topic__ul_mgp_nk1_mfc"><!-- --></a>
                  <ul id="auto_genai_payment_def_user_topic__ul_mgp_nk1_mfc">
                    <li>Account name</li>

                    <li>Account email</li>

                    <li>Account phone number</li>

                  </ul>
                </td>

                <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e162 ">"Please defer the payment on Acme's loan account"</td>

                <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e165 ">The agent identifies and presents the details of the customer account record
                  and asks for confirmation.</td>

                <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e168 "><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;type=5&amp;language=en_US" target="_blank">Query Records</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e159 ">Confirm the customer account record.</td>

                <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e162 ">"Confirm Account"</td>

                <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e165 ">The agent shows a list of associated financial accounts for user
                  selection.</td>

                <td data-label="Standard Action Engaged" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d145956e168 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_auto_fin_acc_for_svc_proc.htm&amp;language=en_US" target="_blank">Get Automotive Financial Accounts for Service
                    Processes</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e159 ">
                  <p>Select the relevant financial account.</p>
                  <div>
                    <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png" alt="Note"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;" id="auto_genai_payment_def_user_topic__note_rpy_nl1_mfc"><a name="auto_genai_payment_def_user_topic__note_rpy_nl1_mfc"><!-- --></a><span class="slds-text-title_caps">Note</span> You can also enter the financial account number, the
                          vehicle identification number, or the vehicle registration number to filter the
                          agent response.</div>
                      </div>
                    </div>
                  </div>
                </td>

                <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e162 ">"The financial account with the financial account number FA-80001" </td>

                <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e165 ">The agent asks for the deferral reason and shows a list of common
                  reasons.</td>

              </tr>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e159 ">Provide the deferral reason.</td>

                <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e162 "> "Impacted by a natural disaster"</td>

                <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e165 "><a name="auto_genai_payment_def_user_topic__ul_xvf_lm1_mfc"><!-- --></a>
                  <ul id="auto_genai_payment_def_user_topic__ul_xvf_lm1_mfc">
                    <li>The agent checks the customer's eligibility for a payment deferral and
                      presents the status.</li>

                    <li>If the customer is eligible, the agent shows the new payment terms after
                      deferral and asks for confirmation.</li>

                  </ul>
                </td>

                <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e168 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_updt_terms_for_payment_def.htm&amp;language=en_US" target="_blank">Get Updated Terms for Payment
                    Deferral</a></td>

              </tr>
              <tr class="">
                <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e159 ">Confirm the new terms after the eligibility check to create a case.</td>

                <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e162 ">"Confirm new terms"</td>

                <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e165 ">
                  <p>The agent creates a case record based on the new terms and presents the details.</p>
                  <div>
                    <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png" alt="Note"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;" id="auto_genai_payment_def_user_topic__note_m1t_nn1_mfc"><a name="auto_genai_payment_def_user_topic__note_m1t_nn1_mfc"><!-- --></a><span class="slds-text-title_caps">Note</span> An email is sent to the customer with the case
                          reference number and the modified payment details.</div>
                      </div>
                    </div>
                  </div>
                </td>

                <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d145956e168 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_payment_def_case.htm&amp;language=en_US" target="_blank">Create Payment Deferral Case</a></td>

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

An email is sent to the customer once the request is processed and the case is closed.