Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Collections and Recovery
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Clone and Customize Prebuilt Flexcard for Collections Summary

            You are here:

            1. Salesforce Help
            2. Docs
            3. Collections and Recovery

            Clone and Customize Prebuilt Flexcard for Collections Summary

            Clone the prebuilt flexcard, ShowCollectionsSummaryForAccount. Link the Data Processing Engine definition that you cloned and customized earlier.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To clone the prebuilt Flexcard:

            Collections and Recovery Admin permission set

            AND

            Omnistudio Admin
            1. From the App Launcher, find and select Flexcards.
            2. Open the ShowCollectionsSummaryForAccount Flexcard.
            3. Click Clone.
            4. Enter the name, and description, and save the changes.
            5. Open the cloned Flexcard.
            6. From the Setup panel, expand Datasource.
            7. Under the Test Parameters section, for the recordId key, enter the record ID of the Data Processing Engine definition that you cloned and customized earlier.
              You can get the record ID of the cloned Data Processing Engine definition by running this API endpoint.
              ‘SELECT Id FROM BatchCalcJobDefinition WHERE DeveloperName = '<API name of the cloned definition>'’
            8. Save the changes and activate the cloned Flexcard.
             
            Loading
            Salesforce Help | Article