Hjælper servicemedarbejdere med at registrere klientanmodninger om at rapportere deres kredit- eller debitkort som mistet, stjålet, ødelagt eller registreret af en ATM. Emnet Rapportkredit eller Debitkort henter kortdetaljer, der er tilknyttet kunden, beder brugeren om at vælge kortet og opretter en sag for at blokere kortet.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for Financial Services for at få adgang til handlingen.
Brugertilladelser påkrævet
Hvis du vil konfigurere og bruge rapportkredit- eller debitkortagentemne:
Financial Services Cloud-udvidelse ELLER FSC-tjeneste
"Blokere det debitkort, der slutter i 5678, det blev tabt."
"Julia Græns Platinum-kort, der slutter i 1426 mangler."
Retningslinjer og overvejelser
Rapportkredit eller Debitkort-agentemne opretter en sag til at rapportere og deaktivere et mistet kort, men det starter ikke automatisk en anmodning om en korterstatning.
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