Configurez un portail en libre-service en utilisant le modèle Portail client des services financiers et offrez aux utilisateurs de votre communauté de clients un processus autoguidé de gestion des bénéficiaires des comptes d'investissement.
| Disponible avec : Lightning Experience |
| Disponible avec : Éditions Professionnelle, Entreprise et Unlimited dans lesquelles Financial Services Cloud est activé |
| Autorisations utilisateur requises | |
|---|---|
| Pour configurer le processus en libre-service Gérer les bénéficiaires : | Personnaliser l'application |
Avant de commencer, configurez le processus Gérer les bénéficiaires.
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