Loading
Self-Service for Transfer Funds to Own Account Service Process

Self-Service for Transfer Funds to Own Account Service Process

Give your customer community users access to the Transfer Funds to Own Account 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 to transfer funds through a self-service channel.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
 
Loading
Salesforce Help | Article