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            Submit an Order Checkbook Request for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Submit an Order Checkbook Request for Retail Banking Service Process

            Your service agents can capture and submit an Order Checkbook request through the Order Checkbook 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 Order Checkbook service process: Customize Application
            1. On the customer’s Person Account record page, in action launcher, select the action for raising a new checkbook service request.
            2. Select a financial account.
            3. Enter the number of check leaves, select a shipping preference and a shipping address.
            4. Review the check book order details and submit the request.

            A case is created in Salesforce for the submitted new checkbook request.

             
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            Salesforce Help | Article