The Reset PIN service process simplifies card management for your customers, enabling
them to easily reset their card PIN. This ensures secure access and prevents issues with account
access, maintaining account security and offering peace of mind to your customers.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Setup and Configuration of the Reset PIN Service Process With Service Process Studio, enable the reset PIN service process so that your service reps can help their customers securely reset their PINs through an easy-to-follow process.
Submit a Reset PIN Request Your service reps can capture and submit a PIN reset request through the Reset PIN Omniscript.
Self Service for Reset PIN Service Process Give your customer community users access to the Reset PIN service process on a self-service portal, such as the Financial Services Client portal. When you make service processes available through a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Reset PIN through a self-service channel.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.