Fee set assignment
You can associate a fee type with a fee set.
Prerequisites
The following are the prerequisites to associate a fee type with a fee set:
Required fields are added to the new fee set page.
A Fee Set tab is created and added to the homepage.
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A fee definition is created.
Note:To know about how to create a fee definition, see Create a fee definition.
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A fee set is created.
Note:To know about how to create a fee set, see Create a fee set .
Steps
Perform the following steps to associate a fee type with a fee set:
Log in to your Salesforce account.
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Select Fee Set/Fee to assign a fee to a fee set, and then select New.
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In the New Fee Set/Fee window, perform the following actions:
Field Name Action and Information Fee Select the fee definition you want to associate with the fee set.
Fee Set Select the fee set you want to associate with a treasury product or service. Select Save. Or, select Save & New to save the current fee type associated with the fee set and create a new one.