Creates a case to transfer funds between the customer’s financial accounts. Supports transfers between internal-to-internal accounts, external-to-internal accounts, and internal-to-external accounts, including Own Account Transfers, Loan Payments, and Credit Card Payments.
| 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. | |
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