Guides service reps through the financial transaction dispute process. Capture essential
details like reason codes, display merchant insights, and support optional questionnaires to
submit claims efficiently.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions with the Agentforce for Financial Services add-on license or included in
Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for
Financial Services add-on to access the action.
User Permissions Needed
To configure and use transaction dispute intake subagent:
Financial Services Cloud Extension OR FSC Service
AND
Access Banking Service Assistance
To use Agentforce Employee Agent:
Manage AI Agents and Manage Agentforce Employee Agents
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
