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            Communications | Create Billing Dispute Case

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            Communications | Create Billing Dispute Case

            Creates a case to raise a billing dispute after running the Get Account Record, Get All Invoices, Get Invoice Details, and Get Invoice Charges actions. Check the invoice number and charge for the line item in the invoice that requires a case. After the case is created, the Case Record URL is shown in the conversation.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
            User Permissions Needed
            To use agent actions: Einstein for Communications
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateBillDsptCase
            Reference Action Type Flow
            Reference Action Create Billing Dispute Case
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Communications Billing Resolution

            Guidelines and Considerations

            • This action is a template containing example information. Customize it to your use case.
             
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