Ongoing maintenance for Salesforce Help

Feature degradation | Gmail Email delivery failure

Table of Contents

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

Submit an Update Email or Phone Request for Retail Banking Service Process

You are here:

Submit an Update Email or Phone Request for Retail Banking Service Process

Your service agents can capture and submit an Email or Phone update request through the Update Email or Phone Omniscript. A case is then created in Salesforce.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To set up the Update Email or Phone service process:	Customize Application

On the customer’s Person Account record page, in Action Launcher, select the action for updating the email address or phone number service request.
Select the email address, phone number, or mobile number that you want to update.
Enter the new email address, phone number, or mobile number.
Review the updated email address and phone number, and submit the request.

A case is created in Salesforce for the submitted email or phone update request.

Did this article solve your issue?

Let us know so we can improve!