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Register an International Travel Plan
Use the provided test data to see how you can register an international travel plan with Einstein Bots for Financial Services Cloud.
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Go to <YOUR_SITE_URL>/FSCBot_Landing.
<YOUR_SITE_URL> is the site that you created in Set Up Email and Salesforce Sites.
- In the chat window, select Register Travel Plan.
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For the card against which you want to register a travel plan, provide 875769 as the last
six digits
In fact, you can use the last six digits of any card in the Financial Accounts tab in your Salesforce org. You accessed this information in Get Started.
- Provide the email address associated with this card. You accessed this information in Get Started.
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Provide the verification code you received by email.
The verification code is sent to the primary owner’s email address.
- Select the card for which you wish to register your travel plan.
- Provide the name of the country you’re traveling to, with trip start and end dates.
The bot creates a case for this travel plan registration and provides you with a case number that you can use to follow up with a human agent later.
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