Add pre-configured service processes in the portal’s action launcher component to let your users easily create service requests.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Agentforce Financial Services license is enabled |
| User Permissions Needed | |
|---|---|
| To customize 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 View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal |
Before you can add the service processes, ensure you’ve configured the needed pre-built service processes in Salesforce.
- Create an action launcher deployment to add the OmniScripts or intake forms of the service processes. For example, to add Address Update and Fee Reversal service processes to the portal’s action launcher, add the /FSCAddressUpdate/CreateRequest/English and /FSC/FeeReversal/English OmniScripts in your deployment.
- From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Next to your Experience Cloud portal, click Builder.
- Click Action Launcher.
- Select the deployment you created earlier.
- Preview and publish your changes.
See Also
- Customize Sites with Experience Builder
- Work with the FSC Portal Home Page
- Edit Pages and Components in Experience Builder
- How do external Experience Cloud site members get login information?
- Streamline Updating Client Addresses Using Service Process Studio
- Set Up Address Update Service Process on Financial Services Client Portal
- Reverse Fees on Client Accounts Using Service Process Studio
- Set Up Fee Reversal Service Process on Financial Services Client Portal
- Create an Action Launcher Deployment
- Create an OmniStudio Permission Set for Standard Experience Users
- Assign the OmniStudio Permission Set or Group to Standard Experience Site Users
- Create an OmniStudio Profile for Standard Experience Cloud Site Users