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 impostare la distribuzione minima richiesta per i loro account di pensionamento.
| 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 Imposta distribuzione minima richiesta: | Personalizza applicazione |
Prima di iniziare, impostare e configurare il processo di servizio Imposta distribuzione minima richiesta.
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