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            Make the Complaint Intake Process Visible to Your Portal Users

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Make the Complaint Intake Process Visible to Your Portal Users

            Let your customers launch the complaint intake process on the Financial Services Client Portal.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To customize and publish 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 an experience admin or publisher in that portal
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Next to your Financial Services Client Portal site, click Builder.
            3. Create a custom page on the portal where you want to show the Complaint Intake process.
              1. From the Pages menu on the top toolbar, click New Page and select Standard Page.
              2. Select the page layout, and click Next.
              3. Enter a name for the page, for example, Complaint Intake.
              4. Click Create.
            4. Add the custom page to navigation menu.
              1. Click any of the navigation pages at the top of the portal.
              2. In the Theme Navigation Menu properties pane, click Edit Default Navigation.
              3. Click Add Menu Item.
              4. Enter a name for the menu item, for example, Raise a Complaint.
              5. For Type, select Site Page, and for Page, select the name of the page you created.
              6. Save your changes.
            5. Add the OmniScript component.
              1. Click the components icon to open the Components panel.
              2. In the Search box, find and drag the OmniScript component onto to an editable area of the page.
              3. In the OmniScript properties pane, for Type, select FSCComplaint, and for SubType, select Intake.
            6. Preview and publish your changes.
              You receive an email when your changes go live.

            See Also

             
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