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            Flows to Compose and Send Dispute-Related Emails

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            Flows to Compose and Send Dispute-Related Emails

            When a dispute record is created or a dispute item record is updated, the record-triggered flows associated with the records aren’t in the active state. For your dispute case owners to compose and send emails, you must activate the flows. The flows provided to compose and send dispute-related emails to customers are in the disputemanagement namespace.

            Required Editions

            Available in: Lightning Experience
            Available in: Unlimited Edition where Financial Services Cloud is enabled

            This table lists the flows provided to compose and send dispute-related emails using Einstein Generative AI.

            FLOW LABEL DESCRIPTION DEFAULT STATUS
            Send Dispute Acknowledgement Email When a dispute record is created, this flow orchestration creates a work item for the dispute case owner on the dispute record page. The dispute case owner reviews the dispute details and uses email composer to send an acknowledgment email to the customer who raised the dispute request. Inactive
            Send Dispute Item Closure Email When a dispute item record status is set to Settled, this flow orchestration creates a work item for the dispute case owner on the dispute item record page. The dispute case owner reviews the dispute item details and uses email composer to send a dispute item closure email to the customer who raised the dispute request. Inactive
            Compose and Send Email When a dispute record is created or when a dispute item’s status is changed to Settled, this screen flow allows a dispute case owner to open an email composer and use the prebuilt email prompt templates to compose and send emails. Active
            Get Dispute and Dispute Item Details This prompt flow retrieves the details of the dispute item records related to a dispute record and returns those details, along with the dispute record details, to the associated email prompt template as prompt instructions. Active
             
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