Collect detailed information from the start for Automated Clearing House (ACH) disputes. Extend the prebuilt guided dispute intake form to capture ACH disputes alongside card transactions. The intake form includes specific questions tailored for ACH cases to reduce data entry errors.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud.
Who: To use this feature, users need the OmniStudio Admin, OmniStudio User, and Financial Services Cloud Extension or FSC Service permission sets.