Deliver a consistent service experience by bringing complaint management directly into the Unified Catalog with a new prebuilt template. Capture every customer complaint through the template with predefined data attributes and a guided intake form. The public complaint record created upon submission links directly to your products, services, and financial accounts. The automatic linkage eliminates manual data mapping, so your teams gain accurate analytics, faster trend analysis, and reliable audit reporting.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Financial Services and Unified Catalog.
How: From the App Launcher, find and select Unified Catalog. On the Unified Catalog Home page, select Templates, and then select Manage Complaints.