Creates a case to initiate a financial account closure request for the selected account and closure reason.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud |
| User Permissions Needed | |
|---|---|
| To use Financial Services Cloud: |
Financial Services Cloud Extension OR FSC Service |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | CreateCaseForAccountClosure |
| Reference Action Type | Integration Procedure |
| Reference Action | AccountClosure_CreateCase |
| Does this action execute one or more prompt templates? | No |