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Настройте портал самообслуживания с помощью шаблона клиентского портала Financial Services и предоставьте пользователям клиентского сообщества возможность самостоятельного обновления сведений о профиле.
| Доступно в версиях: Lightning Experience |
| Доступно в версиях: Версии Professional Edition, Enterprise Edition и Unlimited Edition с включенным Financial Services Cloud |
| Необходимые полномочия пользователя | |
|---|---|
| Для настройки процесса самообслуживания обновления профиля: | Настройка приложения |
Прежде чем начать работу, см. раздел Настройка и конфигурация сервисного процесса обновления профиля.
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