Get Direct Deposit Details Action

Employees use this action to fetch their direct deposit details.

Required Editions

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User Permissions Needed  
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OR

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Action Details

To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.

API Name GetDirectDepositDetails
Action Type Standard
Reference Action Type Flow
Reference Action Get Direct Deposit Details
Inputs Named Credential
Outputs Direct Deposit Details, Status Message, Response Code
Does this action execute one or more prompt templates? No

Examples of Utterances that Trigger This Action

  • “Get my bank account details.”
  • “Which bank account is linked to my payroll direct deposit?”
  • "Is my payroll direct deposit linked to a savings or checking account?"