AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Dashboard | A Debt Management Solution

Dashboard - enroll, manage, settle, automate

Overview

Dashboard enables debt settlement companies to onboard and manage consumers enrolled in debt settlement programs.

1 of 2

  • Enrollment process; gather all required information, generate customer profiles, enrollment plans and complete the enrollment process.

  • Advanced settlement simulation and management

Dashboard enables debt settlement companies to manage the full lifecycle of consumers enrolled in debt settlement programs. Dashboard streamlines customer onboarding, and the enrollment process. Dashboards features include complete management of draft schedules, settlement management and customer the lifecycle. Leverage automation and integrations with top industry solutions.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English