Financial Services | Create Case for Complaint

Creates a case for the customer’s complaint with all the information collected during the intake process.

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 CreateCaseForComplaint
Reference Action Type Integration Procedure
Reference Action FSCComplaint_CreateCaseAF
Does this action execute one or more prompt templates? No