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            Create a Fee Reversal Service Process

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Fee Reversal Service Process

            Create a unique version of the Fee Reversal service process and enter the details.

            Required Editions

            User Permissions Needed
            To set up Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

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

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            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.
              New service process fee reversal
            4. Enter a process name and unique API name.
              Important
              Important Make a note of the API Name. Use it to update the Fee Reversal OmniScript and FlexCard.
            5. Update the short and long description.
              Service process details.
            6. Save your changes.
             
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