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            Get Started with Transaction Dispute Management Solution

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Get Started with Transaction Dispute Management Solution

            Before you start with the Transaction Dispute Management Solution, review the prerequisites, product navigation, and considerations.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Financial Services Cloud
            1. From Setup, in the Quick Find box, find and select Salesforce Go.
            2. Enter Transaction Dispute Management Solution in the Search field, and then select Transaction Dispute Management Solution.
            3. Click Get Started.
            4. Before you proceed to install, complete these prerequisites.
              1. Enable OmniStudio Metadata API Support.
              2. Disable OmniStudio Managed Package Runtime.
              3. To use the Financial Account and related standard objects to model financial accounts and related information, enable the Financial Account Management Standard Objects setting.
              4. To retrieve financial transactions from a core banking system, Enable Real-Time Financial Account Information.
            5. Click Install.
              1. The installation turns on Discovery Framework, Import or Export, Sample Templates, Context Definitions, and Stage Management.
              2. The installation manages admin access, configures profile visibility, and verifies org readiness for installing the solution.
              3. The installation also installs components, such as custom fields, standard value sets, Integration Procedures, Omniscripts, Expression Set, Decision Matrix, Named Credentials, Integration Definitions, assessment questions, stage definitions, stage assignments, and sample data.
              4. If the installation fails, click View Installation Logs on the Transaction Dispute Management Solution page to review the installation progress and troubleshoot failures. If the problem persists, contact Salesforce Customer Support.
            6. After installation, complete these configuration steps.
              1. Deploy preconfigured intake forms, orchestration flows, and integration definitions for Transaction Dispute by completing the setup on the Unified Catalog feature page.
              2. To map reason codes for dispute intake and pre-arbitration requirements, add rows and values to the Determine Enrichment Provider and Card Type decision matrix.
              3. Authorize Mastercom API callouts by linking principals to user profiles to secure the connection between external and named credentials.
              4. To secure communication with the external merchant alert provider, create external credentials and a named credential.
              5. To populate dispute items with transaction details, configure the Visa Transaction Inquiry named credential to poll the Visa Resolve Online (VROL) system.
              6. To manage dispute actions like case creation and arbitration, configure the Visa Dispute Settlement named credential for the VROL system interface.
              7. Authenticate securely with external networks by configuring and saving user credentials within integration definitions.
              8. To apply the correct dispute lifecycle for VROL or Mastercom, activate the appropriate Stage Management Definition Assignment.
              9. To automatically retrieve data from VROL or Mastercom queues, schedule background jobs at your required frequency.
              10. To grant users access, assign the necessary permissions for Transaction Dispute Management Solution data and features based on a user's role and region.
              11. To verify a successful setup or troubleshoot failures during the installation process, review the installation progress and logs.
             
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