Ti trovi qui:
Configurare un portale self-service utilizzando il modello Portale Clienti Financial Services e offrire agli utenti della comunità di clienti un processo autoguidato per gestire i beneficiari per i conti di investimento.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile in: Versioni Professional Edition, Enterprise Edition e Unlimited Edition in cui è abilitato Financial Services Cloud |
| Autorizzazioni utente richieste | |
|---|---|
| Per impostare il processo self-service Gestisci beneficiari: | Personalizza applicazione |
Prima di iniziare, impostare e configurare il processo di servizio Gestisci beneficiari.
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