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            Configure the Dispute Object to Associate Financial Accounts with Dispute Requests

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            3. Financial Services Cloud Admin Guide

            Configure the Dispute Object to Associate Financial Accounts with Dispute Requests

            Link dispute records to financial accounts by creating a lookup relationship on the Dispute object. Service representatives can then associate disputes with the correct financial account during intake.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create or change custom fields: Customize Application

            Perform this task only if you use the Financial Services Cloud managed package. In the standard Financial Services Cloud data model, this lookup relationship is available by default.

            1. In Setup, go to Object Manager.
            2. In the Quick Find box, enter Dispute, and then select Dispute.
            3. In Fields & Relationships, click New.
            4. For the field type, select Lookup Relationship and click Next.
            5. Select the Financial Account object that’s associated with the managed package.
            6. For Field Label, enter Financial Account and for Field Name, enter FinancialAccount.
            7. Click Next.
            8. Save your changes.
             
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