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            Make the Retail Banking Service Processes Visible to Your Portal Users

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            3. Financial Services Cloud Admin Guide

            Make the Retail Banking Service Processes Visible to Your Portal Users

            Show the actions to launch the pre-built retail banking service processes on the Financial Services Client Portal so that your customer community users can easily create service requests without contacting your service agents.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To customize and publish a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND an experience admin or publisher in that portal

            Before you begin:

            • Ensure you’ve configured the needed pre-built retail banking service processes in Salesforce.
            • Ensure you’ve added the URL path name of your Experience Cloud portal in the Service Requests component to give your portal users access to view the details of their service requests. For more information, see Update the URL Path Name.
            1. Create an Action Launcher deployment to add the OmniScripts or intake forms of these service processes. See Create an Action Launcher Deployment.
              SERVICE PROCESS OMNISCRIPT
              Address Update /FSCAddressUpdate/CreateRequest/English
              Fee Reversal /FSC/FeeReversal/English
              Transaction Dispute Management /FSC/TransactionDisputeManagement/English
              Notify Travel Plans /FSC/NotifyTravelPlans/English
              Update Email or Phone /FSC/UpdateEmailorPhone/English
              Order Checkbook /FSC/OrderCheckbook/English
              Stop Check Payment /FSC/StopCheckPayment/English
              Report and Replace Cards /FSC/ReportandReplaceCards/English
              Manage Standing Instructions /FSC/ManageStandingInstructions/English
              Request Statement Copies /FSC/RequestStatementCopies/English
              Transfer Funds to Own Account /FSC/TransferFundstoOwnAccount/English
              Manage Beneficiaries /FSC/ManageBeneficiaries/English
              Request Loan Payoff Statement /FSC/RequestLoanPayoffStatement/English
            2. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            3. Next to your Experience Cloud portal, click Builder.
            4. Click Action Launcher.
            5. Select the deployment you created earlier.
            6. Preview and publish your changes.

            See Also

             
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