Your customers can use the Update Profile service process to request you to make
changes to their personal, contact, and employment details. Keeping the details up to date
ensures seamless account management and enhances the overall customer experience.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Self Service for Update Profile Service Process Give your customer community users access to the Update Profile service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for updating profile information on their accounts through a self-service channel.
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