FX Customer Self-Service Module Setup

Prerequisites

To set up the FX Customer Self-Service module, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
Partner Community licenses	System Administrator permissions for Salesforce	Set up the FX E-Ticketing module Add a role hierarchy Assign yourself to a role

Have these permissions

Complete these tasks
and review these topics
before continuing

In 2021, Salesforce rebranded Communities to Experience Cloud and now refers to an instance of a community as a site.

Complete each setup section in order from top down. Some of the later instructions depend on the completion of earlier sections.

To complete the FX Customer Self-Service Module Setup, follow the order of these tasks and complete it before moving onto the next task: