Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Submit an Update Profile Request for Wealth Banking Service Request

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Submit an Update Profile Request for Wealth Banking Service Request

            ​​Your service reps can create and submit an Update Profile request by using the Update Profile Omniscript.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To submit an Update Profile request: Customize Application
            1. On the customer’s Person Account record page, in Action Launcher, select the action to create the Update Profile service request.
            2. Select the profile details that you want to update.
              If you choose to update the address and click Next, a list of all shipping, billing, and financial account addresses associated with the customer is shown. Enter the new address, and select the addresses to be updated.
            3. Review the requested changes to the profile, and submit the request.

            A case is created in Salesforce for the submitted Update Profile request.

             
            Loading
            Salesforce Help | Article