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Configure um portal de autoatendimento usando o modelo Portal do cliente de Serviços financeiros e dê aos usuários da sua comunidade de clientes um processo autoguiado para fornecer aviso sobre o planejamento patrimonial.
| Disponível em: Lightning Experience |
| Disponível em: Edições Professional, Enterprise e Unlimited em que o Financial Services Cloud está habilitado |
| Permissões de usuário necessárias | |
|---|---|
| Para configurar o processo de autoatendimento Notificar planos de viagem: | Personalizar aplicativo |
Antes de começar, configure e configure o processo de serviço de Planejamento imobiliário.
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