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Proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para solicitarle que proporcione la prueba de seguro configurando un portal de autoservicio desde la plantilla Portal de clientes de Financial Services.
| Disponible en: Lightning Experience |
| Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de autoservicio Solicitar prueba de seguro: | Personalizar aplicación |
Antes de empezar, asegúrese de configurar el proceso de servicio Solicitar prueba de seguro. Consulte Configurar y configurar el proceso de servicio Solicitar prueba de seguro.
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