---
schema_version: "1"
id: b98912d2946293a0c6d3e04fa87b365811dcb0e5ebec537e85f1114463fbf8a1
title: Deploy Discovery Framework Sample Templates for Transaction Dispute Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_transaction_dispute_questions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_transaction_dispute_questions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 01251345d2477604ce931b97aa35312d9d4fbb1e1ed335327b18b991ddf556aa
description: Help your service representatives collect the right information for Mastercard, Visa, and Automated Clearing House (ACH) transaction disputes. Deploy pre-built sample templates to add guided questionnaires to your Salesforce instance. These templates include sample questions, Omniscripts, and integration procedures that make it easier and faster to gather customer dispute details.
products:
  - Financial Services
release: "264"
---
# Deploy Discovery Framework Sample Templates for Transaction Dispute Management

Help your service representatives collect the right information for Mastercard, Visa, and Automated Clearing House (ACH) transaction disputes. Deploy pre-built sample templates to add guided questionnaires to your Salesforce instance. These templates include sample questions, Omniscripts, and integration procedures that make it easier and faster to gather customer dispute details.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d332620e67">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d332620e67 ">To enable Discovery Framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d332620e67 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d332620e67 ">To embed an OmniScript in another OmniScript:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d332620e67 ">OmniStudio Admin</td>

          </tr>
        </tbody>
      </table>

Before you begin:

- Enable the OmniStudio Metadata setting. For more information, see [Enable OmniStudio Metadata API Support](https://help.salesforce.com/s/articleView?id=xcloud.os_enable_omnistudio_metadata_api_support.htm&type=5&language=en_US).
- Disable the OmniStudio Managed Package Runtime setting. For more information, see [Disable Managed Package Runtime](https://help.salesforce.com/s/articleView?id=xcloud.os_enable_standard_omnistudio_runtime.htm&type=5&language=en_US).
- If you're integrating Transaction Dispute Management with Visa, then[Enable Visa Resolve Online (VROL) Integration](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_tdm_enable_vrol_integration.htm&release=264.0.0&type=5 "Enable the integration of Transaction Dispute Management with Visa to enrich Visa transactions data in the dispute intake form and to process Visa chargebacks.").

1. Enable Discovery Framework.
    1. From Setup, in the Quick Find box, enter Discovery Framework, and then under Discovery Framework, select **General Settings**.
    2. Enable **Discovery Framework**, **Import or Export**, and **Sample Templates**.
2. Deploy the Transaction Dispute Management questionnaire templates.
    1. From Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then select **Discovery Framework Sample Templates**.
        
        You see a list of available templates.
    2. To see the artifacts included in a specific template, such as the questions and Omniscripts, click **View Details** next to its name.
        
        It can take a little time for the OmniScripts app to open.
    3. Find the template that you want to install and click **Deploy**. You can deploy the Transaction Dispute Questionnaire for Mastercard disputes, the Visa Transaction Dispute Questionnaire for Visa disputes, or the ACH Dispute Assessment Questionnaire for ACH disputes.
        
        Wait for the deployment process to complete.
    4. Repeat the deployment process for any other dispute templates you want to install.
        
        After deployment is complete, make sure that you activate all the artifacts that were deployed through the discovery framework sample templates.