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            Fee Reversal

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            3. Automotive Cloud

            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
            To turn on MuleSoft Integration, create integration definitions, clone the Omniscripts and flows: Customize Application
            To create service process:
            To submit a request for Fee Reversal:
            To activate and deactivate flows: Manage flow
            User Permissions Needed
            To set up the Fee Reversal service process

            Industries Service Process, Industry Service Excellence, Omnistudio, Document Checklist, Business Rules Engine

            Read, Create, Edit, Delete, View All Records access for Case and Service Catalog Request

            AND

            Vehicle And Asset Finance Foundation permission set
            To use the Fee Reversal service process

            Industries Service Process, Industry Service Excellence, Omnistudio, Document Checklist, Business Rules Engine

            Read, Create, Edit, Delete access for Case and Service Catalog Request

            AND

            Vehicle And Asset Finance Foundation permission set
            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 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.
            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 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 to set up two integration definitions.
            6. Follow the task steps in Clone and Activate the Omniscript.
            7. Follow the task steps in Clone and Activate the Address Update Salesforce Flow.
            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.
            10. Follow the task steps in Update the Fee Reversal Salesforce Flow.
            11. Follow the task steps in Update the Fee Reversal OmniScript.
            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 to create an action launcher deployment for your service process and then add it to the account page.
            14. Submit a Fee Reversal Request.
            15. Review and Complete a Fee Reversal Request.
             
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