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Configure un portal de autoservicio a partir del uso de la plantilla Portal de clientes de Financial Services y proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para transferir valores.
| Disponible en: |
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Professional, Enterprise y Unlimited donde Financial Services Cloud está activada |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de autoservicio Iniciar transferencia de cuenta de cliente automatizada: | Personalizar aplicación |
Antes de empezar, consulte Configuración y configuración del proceso Iniciar servicio de transferencia de cuenta de cliente automatizado.
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