Communications | Create Billing Dispute Case

Creates a case to raise a billing dispute after running the Get Account Record, Get All Invoices, Get Invoice Details, and Get Invoice Charges actions. Check the invoice number and charge for the line item in the invoice that requires a case. After the case is created, the Case Record URL is shown in the conversation.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.

User Permissions Needed
To use agent actions:	Einstein for Communications
See Common User Access for Standard Agent Actions.

Action Details

API Name	CreateBillDsptCase
Reference Action Type	Flow
Reference Action	Create Billing Dispute Case
Does this action execute one or more prompt templates?	Yes
Required Setup	Agentforce for Communications Billing Resolution

Guidelines and Considerations

This action is a template containing example information. Customize it to your use case.