Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Configure Self-Service for Insurance Service Process

Configure Self-Service for Insurance Service Process

Configure the pre-built insurance service processes for self-service so that customer community users can initiate service processes directly from a self-service portal, such as the Insurance Client Portal.

REQUIRED EDITIONS
Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on.

Before you begin, complete the Request Insurance Proof Service Process setup.

 
Loading
Salesforce Help | Article