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            Connect to MuleSoft and Create a Named Credential for Fee Reversal Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Connect to MuleSoft and Create a Named Credential for Fee Reversal Service Process

            Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce.

            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 Integrations Setup, and then select Integrations Setup.
            2. In Financial Services Cloud Integrations, click I accept the terms and conditions.
            3. Turn on Financial Services Cloud Integrations.
            4. Click Connect to MuleSoft Instance.
              Mulesoft integration
            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.
             
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