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            Assign Object Permissions for Collections and Recovery

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            Assign Object Permissions for Collections and Recovery

            To set up and configure Collections in your Salesforce org, assign the relevant object permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To view object settings: View Setup and Configuration
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click the profile that you plan to edit.
            3. Click Edit.
            4. Go to Administrative Permissions, and select View Setup and Configuration.
            5. Under Standard Object Permissions, locate these objects and assign permissions according to the profiles.
            Profile Task Object Permissions
            Collections managers To create prioritized lists of collection plans
            • Actionable List
            • Actionable List Column
            		 Read, Create, Edit, and Delete
            Collections managers To create prioritized lists of collection plans Action List Member Read, Create, Edit, Delete, and View All Records
            Collections managers To view the borrower details on the collection plan record details page Financial Account Read, Create, Edit, Delete, and View All Records
            Collections specialists To view the borrower details on the collection plan record details page Financial Account Read, Create, Edit, and Delete
            Collections managers To view the details on the collection plan record details page
            • PartyIncome
            • PartyExpense
            		 Read, Create, Edit, Delete, and View All Records
            Collections specialists To view the details on the collection plan record details page
            • PartyIncome
            • PartyExpense
            		 Read, Create, Edit, and Delete
            Collections managers To view collection plan details
            • Collection Plan
            • Collection Plan Item
            • Collection Plan Reason
            		 Read, Create, Edit, Delete, and View All Records
            Collections specialists To create a promise to pay record
            • PaymentSchedule
            • PaymentScheduleItem
            • Collection Plan
            • Collection Plan Item
            		 Read, Create, Edit, and Delete
            Collections specialists To create case, case proceeding, and case proceeding participant records
            • Case
            • CaseProceeding
            • CaseProceedingParticipant
            		 Read, Create, Edit, and Delete
            Collections specialists To create payment plans to manage financial hardship situations
            • PaymentSchedule
            • PaymentScheduleItem
            • PaymentScheduleDistributionMethod
            • PaymentScheduleTreatment
            • PaymentScheduleTreatmentDetail
            • Collection Plan
            • Financial Account
            		 Read, Create, Edit, and Delete
             
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