Submit a Customer Complaint on Financial Services Client Portal
Complete the complaint intake form to submit your complaint about a product or a service.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To submit complaint on Financial Services Client Portal: | OmniStudio Runtime for Communities AND Financial Services For Customer Community OR Financial Services For Customer Community Login OR Financial Services For Customer Community Plus OR Financial Services For Customer Community Plus Login |
- Log in to the Financial Services Client Portal.
-
To launch the complaint intake form, find and select the complaint intake page or action on
the portal.
If your account has past complaints, they’re listed. Review the complaints before adding a new one.
- Select the preferred communication mode and click Next.
-
Add the complaint details.
-
Select the product or service for which you want to raise a complaint.
If the product or service is associated with a financial account, you can select the appropriate financial account.
Note Only the financial accounts for which the community user is a primary owner are shown. -
For Complaint Type, select a category to which the complaint belongs.
The values in the Complaint Type dropdown are based on the product or service that’s selected.
-
For Complaint SubType, select a subcategory to which the complaint belongs.
The values in the Complaint SubType dropdown are based on the Complaint Type.
- Upload any supporting documents related to the complaint and click Next.
-
Select the product or service for which you want to raise a complaint.
-
Review the information and click Submit.
A case is created in Salesforce for the submitted complaint. To view the case details, go to the Cases page on the portal.
Did this article solve your issue?
Let us know so we can improve!
