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            Update the Fee Reversal Salesforce Flow

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            3. Financial Services Cloud Admin Guide

            Update the Fee Reversal Salesforce Flow

            To connect the SvcCatalogItemDefinitionID field to your Fee Reversal service process, update the start element in the cloned Fee Reversal Salesforce Flow. When a case is created, a Service Catalog Request is created. Adding your Fee Reversal service process API name triggers the flow only for fee reversal based on the Service Catalog Requests.

            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
            Note
            Note Configure your OmniStudio permissions for users.
            1. In Setup, in the Quick Find box, enter Flow, and then click Flow.
            2. Click the cloned Fee Reversal flow orchestration.
            3. Click the Record-Triggered Orchestration Start element, then click Edit.
              1. In Condition Requirements, select All Conditions Are Met (AND).
              2. In Field, select SvcCatalogItemDefinitionId.
              3. In Operator, select Equals.
              4. In Value, enter the value of your Service Process Definition ID from the Create a Fee Reversal Service Process topic.
                Update flow start element
            4. Save and activate the Fee Reversal Flow Orchestration.
             
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