Loading
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
            Set Up Update Billing Frequency as a Self-Service Process

            You are here:

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

            Set Up Update Billing Frequency as a Self-Service Process

            Configure a self-service portal using the Financial Services Client Portal template and give your customer community users a self-guided process to end their insurance policies.

            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 Update Billing Frequency self-service process: Customize Application

            Before you begin, Set Up and Configure the Update Billing Frequency Service Process.

            1. On the Financial Services Client portal, configure the Update Billing Frequency 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.
             
            Loading
            Salesforce Help | Article