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Configure un portal de autoservicio utilizando la plantilla Portal de clientes de Financial Services y proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para agregar o modificar beneficiarios.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Profesional, Enterprise e Unlimited donde Financial Services Cloud está activado |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de autoservicio Gestionar beneficiarios: | Personalizar aplicación |
Antes de empezar, Configuración y configuración del proceso Gestionar servicio de beneficiarios.
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