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            Financial Services | Create Case for Request Loan Payoff Statement

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            Financial Services | Create Case for Request Loan Payoff Statement

            Creates a case for a request for a loan payoff statement.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Service
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateCaseForRequestLoanPayoffStatements
            Reference Action Type Integration Procedure
            Reference Action RequestLoanPayoffStatement_CreateCase
            Does this action execute one or more prompt templates? No
             
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