Creates a case to transfer funds between the customer’s financial accounts. Supports
transfers between internal-to-internal accounts, external-to-internal accounts, and
internal-to-external accounts, including Own Account Transfers, Loan Payments, and Credit Card
Payments.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited
Editions with Financial Services Cloud |
Action Details
| API Name |
CreateCaseForTransferFunds |
| Reference Action Type |
Integration Procedure |
| Reference Action |
TransferFundsToOwnAccount_CreateCase |
| Does this action execute one or more prompt templates? |
No |
