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金融服务客户端入口网站中的自助功能
让您的客户能够通过自助入口网站管理他们的金融服务需求。使用 Financial Services 客户端入口网站模板设置新的 Experience Cloud 入口网站,并配置自助功能。客户可以创建和跟踪服务请求,计划和管理预约,提交贷款申请,浏览常见问题解答和 Knowledge 文章,并提供反馈。您可以按原样使用 Experience Cloud 入口网站,也可以通过单点登录将此入口网站嵌入现有互联网和移动银行系统。

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让您的客户能够通过自助入口网站管理他们的金融服务需求。使用 Financial Services 客户端入口网站模板设置新的 Experience Cloud 入口网站,并配置自助功能。客户可以创建和跟踪服务请求,计划和管理预约,提交贷款申请,浏览常见问题解答和 Knowledge 文章,并提供反馈。您可以按原样使用 Experience Cloud 入口网站,也可以通过单点登录将此入口网站嵌入现有互联网和移动银行系统。
| 适用于:启用了 Financial Services Cloud 许可证的 Professional、Enterprise 和 Unlimited Edition 中的 Lightning Experience |

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