Salesforce
The other term for Salesforce
What is Account Manager?
These are 3 menus in PTS which routes us to different functionality of each tab.
What are Customer Services, Risk Management, Reports?
The information used in Scully to pull up a report.
What is Card Reference Number?
This is the reference to use when checking the transfer source and viewing more details of the transaction.
What is Authorization History?
The first information to check in Identifying the Transfer Source.
What is PAN Entry Mode
This tab allows you to search for customers whose info matches the current profile you are looking at.
What is the Find Match Tab?
This information is needed to open account from PTS.
What is Card Number?
This report shows the details when the Cardholder accessed their account through the IVR.
What is QWCC Details?
These are the response code indicators for posted merchant credits in VROL.
What are 00 and 10?
Differentiate Magnetic Stripe and Chip Based transactions.
Transaction is Chip-based if Card Data Input Capability and Card Data Input Mode both indicate "ICC". If one is not ICC, it's Magnetic Stripe.
This is the tab in CRM where you can insert balance adjustment
What is Take Action?
This houses all transaction made on the card, such as merchant posted debit/credit and merchant authorization history (approved/declined).
What is Transaction History?
This is the link to click in order to pull-up any reporting from Scully.
What is Auth Detail Research by Card Reference Number?
These are MOTO/ECI indicators for transaction that doesn't have chargeback rights.
What are MOTO 5 or 6?
The term in transaction details that serves as an indicator for E-Wallet Transactions.
What is "contactless"
The unique information that can be used to easily search the transaction in PTS.
What is Approval Code?
This sections shows the ledger balance after each posted transaction.
What is View Prepaid Activity?
Steps in exporting the file from Scully to Excel
Click the diskette icon, select Excel .xls, click open
A piece of information needed to pull up the cardholder's account from Visa Resolve Online.
What is Card Number?
Indicators of MOTO Non-3D transactions in Visa and Mastercard
For Visa, Moto 1,2,3,4,7. For Mastercard, UCAF indicator is 0
Give at least 5 different ways to find a customer from Salesforce.
What are Account Key, Activation Pin, Card Number, Card Reference Number, Customer Details, Customer Key, Direct Deposit Number, and Social Security Number.
This is the accurate reference to use when considering the actual authorization date or dispute timeline.
What is IPS Date/Time Column?
Give at least three different sheets created if file is successfully exported in Excel.
What are Account Details, Transaction Details, IP Audit Details, QWCC Details, Non QWCC Details, Associated Cases by SSN.
These are MOTO/ECI indicators for transaction with chargeback rights.
What are MOTO 1, 2, 3, 4, 7?
Manual Entry Not Moto transaction example and indicators in PTS
Pan Entry Mode is 01 - Manual, no MOTO indicator and in Point of Service Data Codes, it says Cardholder Present and Card Present.