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
            Create Custom Account Fields for Collections Summary

            You are here:

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

            Create Custom Account Fields for Collections Summary

            Add custom fields to the Account object to store aggregated collections data, such as total initial due amount, total current total due amount, total payments received, and average days past due. Set field-level security to these fields.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To create custom fields on the Account object:

            Collections and Recovery Admin permission set

            And

            Customize Application permission
            To set field-level security for custom fields:

            Collections and Recovery Admin permission set

            And

            Manage Profiles and Permission Sets permission

            And

            Customize Application permission

            Make sure that you create these custom fields with the specified API names and data types. If you plan to use different API names, make sure to update the custom field references in the predefined Data Processing Engine definition.

            Custom Field API Name Data Type
            AccountTotalCurrentDueAmount Currency (Length: 16, Decimal Places: 2)
            AccountTotalInitialDueAmount Currency (Length: 16, Decimal Places: 2)
            AccountTotalPaymentsReceived Currency (Length: 16, Decimal Places: 2)
            AccountAverageDaysPastDue Number (Length: 9, Decimal Places: 0)

            The custom fields that you create are referenced in the predefined Data Processing Engine definition's writeback object configuration.

            1. To store the key collections metrics, create the custom fields on the Account object.
            2. Set the field-level security for the newly created custom fields on the Account object.
             
            Loading
            Salesforce Help | Article