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Fee Reversal

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

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To assign permission sets to users:

Assign Permission Sets

AND

View Setup and Configuration
Important
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 Vehicle And Asset Finance Foundation permission set to users for setting up and using the Fee Reversal service process.

  1. Prepare the Components Required for Your Service Process Setup.
  2. Install the Service Process Template.
  3. Connect the Service Process ID to the Intake Form.
  4. Update the Service Process Fulfillment Flow Orchestrator.
  5. Connect to MuleSoft and enable Integrations.
    1. In Setup, in the Quick Find box, enter Integrations Setup, and then select Integrations Setup.
    2. In Automotive Cloud Integrations, click I accept the terms and conditions.
    3. Turn on Automotive Cloud Integrations.
    4. Click Connect to MuleSoft Instance.
    5. Select a service and click Next.
    6. Enter your MuleSoft username and password and click Sign In.
    7. Click Grant Access to <your username>.
      It takes a few minutes for Salesforce to connect to MuleSoft.
    8. Locate the API to connect to and click Enable.
    9. In Setup, in the Quick Find box, enter Named Credential, and then select Named Credential.
    10. Create a new named credential and verify that it was added for the connected MuleSoft instance.
  6. Configure the Action Launcher for Service Processes.
  7. Incorporate Your Company Logo in Service Process Communications.
  8. Add the Service Catalog Attributes Lightning Component to the Case Record Page.
  9. Configure the Case Object for Fee Reversal Service Process.