Sie befinden sich hier:
Konfigurieren Sie ein Self-Service-Portal mithilfe der Vorlage "Kundenportal für Finanzdienste" und geben Sie Ihren Kunden-Community-Benutzern einen selbstgeführten Prozess an die Hand, um sie über ihre Nachlassplanung zu informieren.
| Verfügbarkeit: Lightning Experience |
| Verfügbarkeit: Professional, Enterprise und Unlimited Edition mit aktivierter Financial Services Cloud |
| Erforderliche Benutzerberechtigungen | |
|---|---|
| Einrichten des Self-Service-Prozesses "Reisepläne benachrichtigen": | Anwendung anpassen |
Einrichten und konfigurieren Sie zunächst den Serviceprozess "Nachlassplanung".
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