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            Create the Financial Services Cloud Sales Portal for Deposit Account

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            Create the Financial Services Cloud Sales Portal for Deposit Account

            Set up a digital self-serve portal to let customers discover deposit account products, compare offers, and submit applications at their own pace. This self-serve channel reduces the need for agent-assisted onboarding, helping your financial institution lower operational costs and onboard more customers simultaneously.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click New.
            3. Select Financial Services Cloud Sales Portal, and then click Get Started.
            4. Enter a name for your site, and then click Create.
            5. Open the newly created site, and then go to Administration > Members.
            6. Under Select Profiles, add the Customer Community Plus Login profile.
            7. Click Save.
            8. In Experience Builder, click Header (Home).
            9. Click Edit Default Navigation, and then click Add Menu Item.
            10. In the Menu Item section, set the following values:
              1. Set Type to Data Source.
              2. Set Data Source to Product Catalog.
              3. For Product Catalogs, select the catalog you created in your org.
              4. To make the menu item visible to unauthenticated users, select Publicly Available.
            11. Click Save Menu.
            12. When you finish configuring the portal, click Publish.
             
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