Loading
Agentforce is temporarily unavailable. Please try again later or visit Help topics below. For additional support, please contact your local support number for assistance. Thank you!
Prepare for Email to Become the Default Login ExperienceRead More
Submit a Stop Check Payment Request for Retail Banking Service Process

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Admin Guide

Submit a Stop Check Payment Request for Retail Banking Service Process

Your service agents can capture and submit a Stop Check Payment request through the Stop Check Payment Omniscript. A case is then created in Salesforce.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up the Stop Check Payment service process: Customize Application
  1. On the customer’s Person Account record page, in action launcher, select the action for raising the stop check payment service request.
  2. Select a financial account.
  3. Select a check or a range of checks for which the payment is to be stopped.
  4. Enter the check and payee details.
  5. Select a reason for stop payment.
  6. Review the stop check payment details and submit the request.

A case is created in Salesforce for the submitted stop check payment request.

 
Loading
Salesforce Help | Article