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Configure un portal de autoservicio utilizando la plantilla Portal de clientes de Financial Services y proporcione a los usuarios de su comunidad de clientes un proceso autoguiado para solicitarle que actualice su dirección de email o número de teléfono.
| Disponible en: Lightning Experience |
| Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de autoservicio Actualizar email o teléfono: | Personalizar aplicación |
Antes de empezar, asegúrese de configurar el proceso de servicio Actualizar email o teléfono. Consulte Configurar y configurar el proceso Actualizar email o Servicio telefónico.
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