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            Configure the Financial Services Client Portal for Self-Service Capabilities

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            3. Financial Services Cloud Admin Guide

            Configure the Financial Services Client Portal for Self-Service Capabilities

            Create an experience site using the Financial Services Client Portal template to give your customers access to the self-service capabilities.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To create a Financial Services Client Portal: Create and Set Up Experiences AND View Setup and Configuration
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal

            Before you can create a Financial Services Client Portal, enable Digital Experiences in Salesforce.

            1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
            2. Click New, and select the Financial Services Client Portal template.
            3. Click Get Started.
            4. Enter a site name.
            5. For the URL, enter the name of your site.
              This name is appended to the domain that you created when you enabled Digital Experiences. For example, if your site’s domain name is fscna45.my.site.com and you’re creating a bank site, you can enter MyBank to create the URL fscna45.my.site.com/MyBank.
            6. Click Create.
            7. Click Administration, and then under Settings, click Activate.
            8. Under Members, from the Search dropdown, select Customer.
            9. From Available Profiles, select your cloned community user profile, and then click Add.
            10. Save your changes.

            See Also

             
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