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            Submit a Report and Replace Cards Request for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Submit a Report and Replace Cards Request for Retail Banking Service Process

            Your service agents can capture and submit a Report and Replace Cards request through the Report and Replace Cards 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 Report and Replace Cards service process: Customize Application
            1. On the customer’s Person Account record page, in action launcher, select the action to raise a report and replace cards service request.
            2. Select the active debit or credit card to be blocked.
            3. Enter the reason for blocking the card.
            4. If you want to order a replacement for the blocked card, select the "Yes" option, and then choose the card to be replaced.
            5. Select a shipping preference and a shipping address to send the replacement card.
            6. Review the card details and the reason for blocking the card, and then submit the request.

            A case is created in Salesforce for the submitted block card request. 

             
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