Konfigurera en självbetjäningsportal genom att använda mallen Financial Services Client Portal och ge dina användare i kunddiskussionsgruppen en självstyrd process för att uppdatera sin profilinformation.
| Tillgängliga i: Lightning Experience |
| Tillgängliga i: Professional, Enterprise och Unlimited Editions där Financial Services Cloud är aktiverat |
| Användarbehörigheter som krävs för att | |
|---|---|
| Konfigurera självbetjäningsprocessen för Uppdatera profil: | Anpassa program |
Innan du börjar, se Konfiguration och konfigurering av uppdatering av profilserviceprocessen.
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