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          Get Started with Transaction Dispute Management for Financial Services Cloud

          Get Started with Transaction Dispute Management for Financial Services Cloud

          Capture and submit customer disputes related to financial transactions through a guided, step-by-step intake form configured with Unified Catalog or Service Process Studio. Use pre-built Discovery Framework sample templates to help service representatives gather correct customer dispute details faster for major payment networks, such as Mastercard and ACH. Reduce avoidable dispute investigations by integrating with enrichment providers such as Ethoca Consumer Clarity to show customers or users clear merchant details during intake. Manage the entire chargeback lifecycle by integrating directly with payment networks. Use orchestration tools to automate complex resolution pathways from dispute submission through final resolution.

          Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.

          Financial Services Cloud for Transaction Dispute Management

          Play button in a circle

          Get Oriented

          Simplify Banking Disputes with AI, Data, and Automation

          Transaction Dispute Management Data Model

          Create a Preconfigured Trial Org with Sample Data

          Video: Get to Know Transaction Dispute Management for Financial Services Cloud

          Trailhead: Transaction Dispute Management: Quick Look

          Wrench in a circle

          Dive In: Learn About Recommended Core Features

          Collect and Validate Customer Data With Discovery Framework

          Access Data From External Systems with Data Consumption Framework

          Search for and Launch a Service Process Action Easily

          Design a Dispute Service Process Definition with Service Process Studio

          Secure and Simplify Authenticated API Callouts from Salesforce to External Systems with Named Credentials

          Get Started with Omnistudio

          Trailhead: Automate Banking Processes by Using Flow for Industries

          Gears in a circle

          Go Deeper: Learn About Features for Specific Business Needs

          Notify Merchants About Disputed Transactions Through Alerts

          Determine Transaction Enrichment Providers with Business Rules Engine

          Get Clear Visibility over each dispute stage and its transitions with Stage Management

          Trailhead: Set Up Templates for Generating Business Documents with Omnistudio Document Generation

          Streamline Integration Callouts with Integration Orchestration

          Automate Repeatable Tasks With Action Plans

          Surface Issues That Need Attention by Using Record Alerts

          Connector in a circle

          Extend Further: Learn About Additional Capabilities & Add-Ons

          Build and Deploy AI Agents that Extend Your Workforce and Serve Customers On-demand with Agentforce

          Build and Manage Prompt Templates that Connect to Your CRM data, Flows, Apex, and more with Prompt Builder

          Create Branded Digital Experiences with Experience Cloud

          Play button in a circle

          Get Ready for Your Implementation

          Set Up Permissions for Financial Services Cloud

          Deploy the Transaction Dispute Management Discovery Framework Templates

          Create all the Records Related to a Transaction Dispute by Using the Service Process Connect API

          Arrow in a circle

          Know Your Resources & Get Help

          Trailhead: Financial Services Cloud Trailmix

          Financial Services Cloud Developer Guide

          Trailblazer Community: Financial Services Cloud

           
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