Configure un portal de autoservicio utilizando la plantilla Portal de clientes de Financial Services y proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para proporcionar notificaciones sobre su planificación de patrimonio.
| 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 Notificar planes de viaje: | Personalizar aplicación |
Antes de empezar, configure y configure el proceso de servicio Planificación de patrimonios.
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