Sie befinden sich hier:
Konfigurieren Sie ein Self-Service-Portal mithilfe der Vorlage "Kundenportal für Finanzdienste" und bieten Sie Ihren Kunden-Community-Benutzern einen selbstgeführten Prozess zum Verwalten von Begünstigten für Anlageaccounts.
| Verfügbarkeit: Lightning Experience |
| Verfügbarkeit: Professional, Enterprise und Unlimited Edition mit aktivierter Financial Services Cloud |
| Erforderliche Benutzerberechtigungen | |
|---|---|
| Einrichten des Self-Service-Prozesses "Begünstigte verwalten": | Anwendung anpassen |
Einrichten und konfigurieren Sie zunächst den Serviceprozess "Begünstigte verwalten".
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.