Loading
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
            Update the URL Path Name

            You are here:

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

            Update the URL Path Name

            Add the URL Path Name of your Experience Cloud portal in the Service Requests component to give your portal users access to view the details of their service requests.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Next to your Experience Cloud portal, click Builder.
            3. Click Service Requests.
            4. In the Service Requests dialog, for URL Path Name, enter the URL name that you entered when configuring the Financial Services Client Portal. For example, MyBank.
            5. Confirm that the Community Page Name is my-requests.
            6. Click Preview.
            7. Click the My Requests page.
            8. Click Back to Builder.
            9. Under My Requests, click Service Requests and enter the URL Path Name.
            10. Confirm that the Community Page Name is my-requests.
            11. Preview and publish your changes.
             
            Loading
            Salesforce Help | Article