Dine kunder kan bruge Opdater profil-tjenesteprocessen til at anmode dig om at foretage ændringer af deres personlige, kontakt- og ansættelsesdetaljer. Ved at holde detaljerne opdateret sikrer du problemfri kontoadministration og forbedrer den generelle kundeoplevelse.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Selvbetjening for opdatering af profilserviceproces Giv dine kundefællesskabsbrugere adgang til serviceprocessen Opdater profil på en selvbetjeningsportal, f.eks. Financial Services Client-portalen. Når du stiller serviceprocesserne til rådighed med en selvbetjeningsportal, kan dine kunder rejse serviceprocesanmodninger, når de vil, hvor de vil. Registrer kundeanmodninger om opdatering af profiloplysninger på deres konti gennem en selvbetjeningskanal.
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