---
schema_version: "1"
id: 9967c572ffe5fe81f4b8e6b6547992f6afc8d96d954617be8aa65005d9db05d3
title: Request Loan Payoff Statement
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_rqst_loan_payoff_uc.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_rqst_loan_payoff_uc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 64ace08c232283de3bd6309faa08044535f1ef7990abd6220b3645975460548e
description: Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details.
products:
  - Automotive
release: "264"
---
# Request Loan Payoff Statement

Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details.

### 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="d64203e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64203e71 ">To assign permission sets to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64203e71 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</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 Vehicle And Asset Finance Foundation permission set to users for setting up and using the Request Loan Payoff Statement service process.

1. [Prepare the Components Required for Your Service Process Setup](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_prep_cmpnts.htm&language=en_US&type=5).
2. [Install the Service Process Template](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_install_template.htm&language=en_US&type=5).
3. [Connect the Service Process ID to the Intake Form](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_id_omniscript.htm&language=en_US&type=5).
4. [Update the Service Process Fulfillment Flow Orchestrator](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_updt_flow_orch.htm&language=en_US&type=5).
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](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_action_launcher.htm&language=en_US&type=5).
7. [Incorporate Your Company Logo in Service Process Communications](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_company_logo.htm&language=en_US&type=5).
8. [Add the Service Catalog Attributes Lightning Component to the Case Record Page](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_sp_sva_case_page.htm&language=en_US&type=5).
9. [Configure State and Country/Territory Picklists](https://help.salesforce.com/s/articleView?id=xcloud.admin_state_country_picklists_configure.htm&type=5&language=en_US).