Page Layouts and Components for Transaction Dispute Management
To give your service representatives and dispute specialists a unified workspace,
customize the page layouts for the Case and Dispute Item objects. Add Source System ID field,
and Lightning components, such as Case Details and Record Stage Overview to show the dispute's
progress and integration status.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Configure Picklist Values for a Dispute Request To track the type and status of a dispute accurately, add the required picklist values to your dispute-related objects. Use these values to classify disputes, such as fraud or processing errors, and map your Salesforce record statuses to the specific lifecycle stages required by payment networks.
Add Related Lists to the Page Layout for Transaction Dispute Management When a dispute request is submitted, case, dispute, dispute items, document checklist items, and assessment records are created. To track and monitor disputes, add these records as related lists to the page layouts.
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