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Konfigurer en selvbetjeningsportal fra brug af skabelonen Financial Services Client Portal (Klientportal for finansielle tjenester), og giv dine kundefællesskabsbrugere en selvstyret proces til at overføre værdipapirer.
| Tilgængelig i: |
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil opsætte selvbetjeningsprocessen Start automatisk kundekontoverførsel: | Tilpas applikation |
Før du går i gang, kan du se Opsætning og konfiguration af processen Start automatisk kundekontoverførselstjeneste.
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