Konfigurera en självbetjäningsportal med mallen Financial Services Client Portal och ge dina användare i kunddiskussionsgruppen en självstyrd process för att hantera stående instruktioner.
| Tillgängliga i: Lightning Experience |
| Tillgängliga i: Professional, Enterprise och Unlimited Editions där Financial Services Cloud är aktiverat |
| Användarbehörigheter som krävs för att | |
|---|---|
| Konfigurera självbetjäningsprocessen Hantera stående instruktioner: | Anpassa program |
Innan du börjar, konfiguration och konfigurering av serviceprocessen Hantera stående instruktioner.
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