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Financial Services | Create Case for Account Address Update

Financial Services | Create Case for Account Address Update

Creates a case to update the address for an account or a financial account.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud
User Permissions Needed
To use Financial Services Cloud:

Financial Services Cloud Extension

OR

FSC Service

See Common User Access for Standard Agent Actions.

Action Details

API Name CreateCaseForAcctAddrUpdt
Reference Action Type Integration Procedure
Reference Action FSCAddressUpdate_CreateCase
Does this action execute one or more prompt templates? No
 
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