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            Configure the Financial Services Client Portal for Complaint Intake

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Configure the Financial Services Client Portal for Complaint Intake

            Give your customers access to the Financial Services Client Portal to file complaints.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create a Financial Services Client Portal: Create and Set Up Experiences AND View Setup and Configuration
            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 admin, publisher, or builder in that portal

            Before you can create the Financial Services Client Portal for your customers, enable Digital Experiences in your Salesforce org.

            1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites.
            2. Click New, and select the Financial Services Client Portal template.
            3. Click Get Started.
            4. Enter a site name.
            5. For the URL, enter the name of your site.
              This name is appended to the domain that you created when you enabled Digital Experiences. For example, if your site’s domain name is fscna45.my.site.com and you’re creating a bank site, you can enter MyBank to create the URL fscna45.my.site.com/MyBank.
            6. Click Create.
            7. Click Administration, and then under Settings, click Activate.
            8. Under Members, from the Search dropdown, select Customer.
            9. From Available Profiles, select your cloned community user profile, and then click Add.
            10. Save your changes.

            See Also

             
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