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Self Service for Reset PIN Service Process

Self Service for Reset PIN Service Process

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

  • Set Up Reset PIN as a Self-Service Process
    Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process ‌to request a PIN reset.
 
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Salesforce Help | Article