Loading
Create Flow Orchestrators Used to Send Dispute-Related Emails

You are here:

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

Create Flow Orchestrators Used to Send Dispute-Related Emails

The Send Dispute Acknowledgement Email and Send Dispute Item Closure Email record-triggered flow orchestrations create work items for dispute case owners when a dispute request is submitted and when a dispute item’s status is updated to Settled. Within these records, dispute case owners can open the email composer and draft emails to customers by using the prebuilt email templates and Einstein Generative AI.

Required Editions

Available in: Lightning Experience
Available in: Unlimited Edition where Financial Services Cloud is enabled
User Permissions Needed
To open, edit, or create a flow orchestration in Flow Builder: Manage Flow
  1. In Setup, in the Quick Find box, enter Flow, and then click Flows.
  2. Click New Flow.
  3. Click All + Templates, and select Flow Orchestration.
  4. Select Send Dispute Acknowledgement Email, and then click Create.
  5. Save the flow orchestrator.
  6. Enter an API name for the flow orchestrator, and then save your changes.
  7. Activate the flow orchestrator.
  8. Similarly, create the Send Dispute Item Closure Email flow orchestrator.
 
Loading
Salesforce Help | Article