Update Email or Phone Service Process

Your customers can use the Update Email or Phone service process to maintain accurate contact information, receive timely information, and enhance security through proper communication.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Watch this video to understand how you can efficiently maintain accurate contact information. This video demonstrates the service agent and self-service experiences when you deploy the prebuilt Update Email or Phone service process template.

If you aren’t able to watch the video in full screen, open the video in a new tab: Watch video Get to Know the Update Email or Phone Service Process for Financial Services Cloud.

Setup and Configuration of the Retail Banking Update Email or Phone Service Process
Use the Service Process Studio to enable the Update Email or Phone service process to give your agents an easy-to-follow process for capturing the contact details of your customers.
Submit an Update Email or Phone Request for Retail Banking Service Process
Your service agents can capture and submit an Email or Phone update request through the Update Email or Phone Omniscript. A case is then created in Salesforce.
Self-Service for Update Email or Phone Service Process
Give your customer community users access to the Email or Phone service process on a self-service portal, such as the Financial Services Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for email address or phone number updates through a self-service channel.

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Update Email or Phone Service Process

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Update Email or Phone Service Process

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