Financial Services | Create Case for Request Statement Copies

Creates a case to process a request for copies of a financial account statement.

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