Deploy Pre-Configured Service Processes in Financial Services Client Portal

Add pre-configured service processes in the portal’s action launcher component to let your users easily create service requests.

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

User Permissions Needed

To customize a Financial Services Client Portal:

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

Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal

Before you can add the service processes, ensure you’ve configured the needed pre-built service processes in Salesforce.

Create an action launcher deployment to add the OmniScripts or intake forms of the service processes. For example, to add Address Update and Fee Reversal service processes to the portal’s action launcher, add the /FSCAddressUpdate/CreateRequest/English and /FSC/FeeReversal/English OmniScripts in your deployment.
From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
Next to your Experience Cloud portal, click Builder.
Click Action Launcher.
Select the deployment you created earlier.
Preview and publish your changes.

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