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
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
          Create Object Field Aliases for Collection Plan Fields

          Create Object Field Aliases for Collection Plan Fields

          Create aliases for the CurrentDueAmount, Status, and DaysPastDue fields of the Collection Plan object. These fields are used in the prebuilt expression set, Determine Case Eligibility for Legal Proceedings, to verify if the case is eligible for legal proceedings. To use object fields as variables in expression sets, the fields must have field aliases defined.

          Required Editions

          Available in: Lightning Experience
          Available in: View product and edition availability.
          User Permissions Needed
          To configure an object field alias:

          Rule Engine Designer

          AND

          Collections and Recovery Admin

          1. In Setup, find and select Object and Field Aliases.
          2. Click New.
          3. Select Default as the user type.
          4. In Create Field Aliases, select New Object Aliases.
          5. Enter CollectionPlanToTest as the object alias name.
            Make sure that you don't change the object alias name. The prebuilt expression set, Determine Case Eligibility for Legal Proceedings, uses this object and field aliases to determine if the case is eligible for legal proceedings. If you change the object alias name, make sure that you update the same in the expression set.
          6. To create field aliases:
            1. In Source Field Name, enter Collection Plan >.
            2. Select CurrentDueAmount.
            3. Enter a corresponding field alias name, and save the changes.
            Repeat these steps to create aliases for the Status, and DaysPastDue fields.
           
          Loading
          Salesforce Help | Article