Considerations for Setting Up Dispute-Related Emails
There are certain points to consider before you set up dispute-related emails by using Einstein Generative AI.
Required Editions
| Available in: Lightning Experience |
| Available in: Unlimited Edition where Financial Services Cloud is enabled |
Here the considerations to set up dispute-related emails by using Einstein Generative AI.
- Turn on the Transaction Dispute AI setting in Salesforce. See Enable Transaction Dispute AI to Access Email Prompt Templates.
- The prebuilt email prompt templates used to compose and send dispute-related emails are created based on the Financial Services Email prompt template type.
- The prebuilt email prompt templates give you a headstart on setting up Transaction Dispute Management to generate efficient and personalized dispute-related emails. Use the prompt templates as they’re or customize them to suit other dispute scenarios. There are two standard prebuilt email prompt templates—Transaction Dispute Request Acknowledgment Email and Transaction Dispute Request Closure Email.
- If you customize the prebuilt email prompt templates, then the email composer shows the customized templates under the Custom section, when users click Draft with Einstein.
- To use Einstein Generative AI, Prompt Builder, and the Financial Services Email prompt templates, enable the EinsteinGPTPlatformAddOn, EinsteinGPTPromptBuilderAddon, and FSCServiceAIAddOn licenses in your Salesforce instance.
- Enable Einstein Generative AI in Salesforce. See Enable Einstein Generative AI.
- Enable Prompt Builder in Salesforce. You can create and manage the prebuilt email prompt templates in Prompt Builder. See Enable Prompt Builder.
- The record-triggered flows to compose and send dispute-related emails retrieve the email addresses of the recipients from Person Accounts and fills the To field in the email composer. See Enable Person Accounts.
Did this article solve your issue?
Let us know so we can improve!
