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            Submit a Request Statement Copies Request

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Submit a Request Statement Copies Request

            Your service agents can capture and submit a Request Statement Copies request through the Request Statement Copies Omniscript. A case is then created in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up the Request Statement Copies service process: Customize Application
            1. On the customer’s Person Account record page, in action launcher, select the action for requesting statement copies.
            2. Select a financial account.
            3. Select the duration for which the statement copy is needed.
            4. Select the mode of delivery to send the statement copy.
            5. If you’ve selected the mode of delivery as post, select a shipping method and a shipping address.
            6. Review the details of the statement copy request and submit the request.

            A case is created in Salesforce for the submitted statement copies request. 

             
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