Simplify complaint and compliance reporting and investigation. Assist officials in resolution and increase compliance with alerts and flows. Help answer queries, gain insights from frequent issues and manage enforcement actions on a single platform.
Overview:
Accelerate complaint management with pre-built skills and actions. Accelerate responses with summarisation and identify related complaints. Gain insights from categorising frequent issues to help drive proactive policy and process improvements.
Actions Invoked:
Get Assessment Questions, Find Matching Complaints, Filter Complaints By Perpetrator, Summarise Public Complaint, Assessment Task for Public Complaint, Send Email
Data Sources:
CRM Data, CRM Record, Complaint Record, Assessment Data
Industry Data Objects Referenced:
Complaint, Regulatory Code, Regulatory Code Violation
Overview:
Improve compliance through notifications, emails and automated flows. Receive alerts and recommendations on code violations, manage enforcement actions and automate regulatory fee calculations to accelerate enforcement.
Actions Invoked:
Check For Regulatory Code Violation, Get Regulatory Code Violation Detail, Create Regulation Code Violation, Get Violation Enforcement Actions, Create Violation Enforcement Action, Create Regulatory Transaction Fee, Draught Visit Summary Email, Send Visit Summary Email
Data Sources:
CRM Data, CRM Record, Regulatory Codes, Enforcement Actions, Visit Record
Industry Data Objects Referenced:
Regulatory Transaction Fee, Regulatory Code, Regulatory Code Violation, Violation Enforcement Action
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
