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            Create Cases for Collection Plans

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            Create Cases for Collection Plans

            As a collections specialist, create and update cases directly on the collection plan record details page, streamlining workflows and enhancing efficiency in managing and resolving collections.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To create a case manually for a collection: Collections and Recovery Specialist

            Before you create a case for a collection plan:

            1. From the App Launcher, find and select Collections.
            2. To view a collection plan record details page, from the collection plans section, click a collection plan.
            3. To launch the action, on the collection plan record details page, click Create Case.
            4. Enter the case details and save your changes.
             
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