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Self Service for Manage Beneficiaries Service Process

Self Service for Manage Beneficiaries Service Process

Give your customer community users access to the Manage Beneficiaries service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Manage Beneficiaries through a self-service channel.

 
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Salesforce Help | Article