Guide service representatives and dispute specialists through the operational workflow
of transaction disputes, from initial submission to final resolution. Capture dispute details
effectively and use integrated tools to generate timely responses at key stages of the dispute
lifecycle.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Submit a Transaction Dispute Request Your service agents can capture and submit a transaction dispute request through the dispute intake Omniscript. A case is then created in Salesforce.
Compose and Send a Dispute Acknowledgment Email When a dispute request is submitted, a work item is created on the dispute record page. The dispute case owner can act on the work item and complete the work.
Compose and Send a Dispute Item Closure Email When the status of a disputed transaction is changed to Settled, a work item is created on the dispute item record page. The dispute case owner can act on the work item and complete the work.
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