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            Set Up Estate Planning as a Self-Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up Estate Planning as a Self-Service Process

            Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to provide notice about their estate planning.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To set up the Notify Travel Plans self-service process: Customize Application

            Before you begin, set up and configure the Estate Planning service process.

            1. On the Financial Services Client portal, configure the Estate Planning service process for self service.
            2. Assign user permissions to access Named Credentials and External Credentials.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Edit the cloned community user profile.
              3. In the Administrative Permissions section, select Allows users to modify Named Credentials and External Credentials.
              4. Save your changes.
             
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