Loading
Prepare for Email to Become the Default Login ExperienceRead More
Set Up Manage Card Usage as a Self-Service Process

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Financial Services

Set Up Manage Card Usage as a Self-Service Process

Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to manage card usage.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
User Permissions Needed
To set up the Manage Card Usage self-service process: Customize Application

Before you begin, see Setup and Configuration of the Manage Card Usage Service Process.

  1. On the Financial Services Client portal, configure the Manage Card Usage service process for self-service.
  2. Assign the user permissions to access Named Credentials and External Credentials.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Edit the cloned community user profile.
    3. In the Administrative Permissions section, select Allows users to modify Named Credentials and External Credentials.
    4. Save your changes.
 
Loading
Salesforce Help | Article