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Configure Self-Service Capabilities
Use the Experience Builder components and Workspaces in the Financial Services template to set up the self-service capabilities.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
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Give your portal users access to browse knowledge articles and frequently asked questions. Add these knowledge sources to the portal’s Knowledge Center component to help your portal users make informed decisions, resolve common issues independently, and expand their understanding of various financial services.
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Understand customer feedback as it evolves and engage customers with relevant, personalized surveys. Configure the Survey component in the Experience Cloud portal and link surveys to it to collect data from your customers.
Note You can leverage and utilize other self-service capabilities that are available in the Financial Services template with Financial Services Cloud licenses.
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