---
schema_version: "1"
id: 197114b0a5ea73b16976f0ed2e7b9f36518d994c79a4c992ce352e4b2cf2282a
title: Fee Reversal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_service_processes_fee_reversal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_fee_reversal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cce51e852dd7f56d93667e0d6b3ef5e75994f2dca1a1bdd71e5acaf263a916a2
description: Reverse any charges that are incorrectly placed on loan or lease accounts on behalf of customers.
products:
  - Automotive
release: "264"
---
# Fee Reversal

Reverse any charges that are incorrectly placed on loan or lease accounts on behalf of customers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d78904e71">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">To assign permission sets to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">To turn on MuleSoft Integration, create integration definitions, clone the
              Omniscripts and flows:</td>

            <td class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d78904e71 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">To create service process:</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">To submit a request for Fee Reversal:</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">To activate and deactivate flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e71 ">Manage flow</td>

          </tr>
        </tbody>
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d78904e138">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e138 ">To set up the Fee Reversal service process</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e138 ">
              <p>Industries Service Process, Industry Service Excellence, Omnistudio, Document
                Checklist, Business Rules Engine</p>
              <p>Read, Create, Edit, Delete, View All Records access for Case and Service Catalog
                Request</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Vehicle And Asset Finance Foundation permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e138 ">To use the Fee Reversal service process</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78904e138 ">
              <p>Industries Service Process, Industry Service Excellence, Omnistudio, Document Checklist,
                Business Rules Engine</p>
              <p>Read, Create, Edit, Delete access for Case and Service Catalog Request</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Vehicle And Asset Finance Foundation permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_important.png)

Important The topics linked in this document explain how Service Processes work with Financial Services Cloud. But you can refer to the topics to follow the steps to create and customize the service processes with a few configurations specific to Automotive Cloud. Make sure to assign the user permissions specific to Automotive Cloud only.

1. Assign permissions to users.
    1. From Setup, in the Quick Find box, enter Users, and then click **Users**.
    2. Select a user.
    3. In Permission Set License Assignments, click **Edit Assignments**.
    4. Select the **Industries Service Process**, **Industry Service Excellence**, **Omnistudio**, **Document Checklist**, **Rule Engine Runtime**, and **Vehicle And Asset Finance Foundation** permissions.
    5. Save your changes.
    6. Configure your Omnistudio permissions for users.
        
        [Setup OmniStudio Standard User Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_setup_omnistudio_standard_user_permission_sets_6542.htm&type=5&language=en_US)
2. Update field level security.
    1. In Setup, in the Quick Find box, enter Profiles, then click **Profiles**.
    2. Click a profile.
    3. In Field-Level Security, click **View** for the Case object.
    4. Click **Edit**.
    5. Select **Read Access** and **Edit Access** for Account Name.
    6. Save your changes.
    7. Similarly, update the field-level security for the **Case Source** field on the Case object. For the profiles using the Fee Reversal Service Process, select **Visible** and deselect **Read-Only**.
3. Update object permissions.
    1. In Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
    2. Click **Edit** for a profile.
    3. In Standard Object Permissions, select **Read**, **Create**, and **Edit** for Case object.
    4. Save your changes.
4. Follow the task steps in [Connect to MuleSoft and Create a Named Credential](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_connect_mulesoft.htm&type=5&language=en_US) with these changes.
    1. For step 2 in the above referenced document, go to Automotive Cloud Integrations and click **I accept the terms and conditions**.
    2. For step 3 in the above referenced document, turn on **Automotive Cloud Integrations**.
5. Follow the task steps in [Create Integration Definitions for Fee Reversal Service Process](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_integration_definition.htm&type=5&language=en_US) to set up two integration definitions.
6. Follow the task steps in [Clone and Activate the Omniscript](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_clone_omniscript.htm&type=5&language=en_US).
7. Follow the task steps in [Clone and Activate the Address Update Salesforce Flow](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_clone_flow.htm&type=5&language=en_US).
8. Configure the Case object.
    1. In Setup, go to **Object Manager**.
    2. In the Quick Find box, enter Case, and then select **Case**.
    3. In Fields & Relationships, click **New**.
    4. For the field type, select **Lookup Relationship** and click **Next**.
    5. Select a related object. Such as the Financial Account object.
    6. Enter a field label. Such as Financial Account
    7. Click **Next**.
    8. Save your changes.
9. [Add the Case Details Lightning Component to the Case Record Page](https://help.salesforce.com/s/articleView?id=ind.spd_add_case_details_lightning_component_to_the_case_record_page.htm&type=5&language=en_US).
10. Follow the task steps in [Update the Fee Reversal Salesforce Flow](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_update_flow.htm&type=5&language=en_US).
11. Follow the task steps in [Update the Fee Reversal OmniScript](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_update_omniscript.htm&type=5&language=en_US).
12. Create a Fee Reversal Service Process.
    1. In Setup, in the Quick Find box, enter Service Process Studio, and then click **Service Process Studio**.
    2. Click **New Service Process** and then click **Create from Template**.
    3. Select **Fee Reversal** and click **Save & Launch**.
    4. Enter a process name and unique API name.
    5. Update the short and long description.
    6. Save your changes.
    7. Click **Activate**.
13. Follow the task steps in [Create Fee Reversal Action](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_create_action.htm&type=5&language=en_US) to create an action launcher deployment for your service process and then [add it to the account page](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_add_action_person_account.htm&type=5&language=en_US).
14. [Submit a Fee Reversal Request](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_submit_request.htm&type=5&language=en_US).
15. [Review and Complete a Fee Reversal Request](https://help.salesforce.com/s/articleView?id=ind.fsc_service_process_fee_reversal_review_complete.htm&type=5&language=en_US).