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
            Editions and Permissions for Collections and Recovery

            You are here:

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

            Editions and Permissions for Collections and Recovery

            Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.

            Required Editions

            User Interface

            Collections and Recovery is available in Lightning Experience.

            Editions

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, and Unlimited Editions
            Automotive Cloud: Enterprise, Unlimited, and Developer Editions

            Collections Permissions

            To set up and use Collections, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.

            Permission Set Name Description
            Collections and Recovery Admin Set up and manage Collections
            Collections and Recovery Specialist Create promise to pay records, view collection plan details, update the status of collections, generate and send payment links, and view and edit the source of cases created for collection plans
            Collections and Recovery for European Union Operating Zone Admin Gives European Union Operating Zone admins the required permissions to set up and manage collections
            Collections and Recovery for European Union Operating Zone Specialist Gives European Union Operating Zone users access to create promise to pay records, view collection plan details, update the status of collections, generate and send payment links, and view and edit the source of cases created for collection plans
            Industry Service Excellence
            • Configure Action Launcher Deployment
            • Enable Timeline
            Industry Sales Excellence OR Industry Service Excellence Access Financial Account and related Standard Objects
            Basic CSV Data Import Import CSV data into a single Salesforce object
            CSV Advanced Data Import Import CSV data into multiple Salesforce objects simultaneously
            Omnistudio User Access and view the information shown in Omnistudio components configured in the Collections console app, such as Omniscripts and Flexcards

            Additional Permissions

            Salesforce admins need these permission sets to set up additional Collections features.

            Permission Set Name Description
            Omnistudio Admin Customize the Omnistudio components configured in the Collections console app, such as Omniscripts and Flexcards.
            Context Service Admin
            • Turn on Context Definition
            • Clone and customize context definitions
            Rule Engine Designer
            • Turn on Industries Cloud Common Decision Tables Access
            • Create, update, and delete decision matrices and matrix versions
            Rule Engine Runtime Use decision matrices in Business Rules Engine
            Actionable Event Orchestration Designer
            • Turn on Actionable Event Orchestration
            • Clone and customize the expression set template
            • Create an actionable event orchestration
            Actionable Event Orchestration Runtime Run an actionable event orchestration
            Actionable Segmentation
            • Create and activate actionable list definitions and actionable lists
            • Create and configure actionable lists
            Data Pipelines Base User
            • Create and activate actionable list definitions and actionable lists
            • Create and configure actionable lists
            • Refresh datasets periodically by using flows
            Query for Data Pipelines Create and activate actionable list definitions and actionable lists

            Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales

            		 Access Financial Account and related standard objects
            MuleSoft Administrator Access MuleSoft Direct Integrations
            Data Cloud Admin AND Marketing Cloud Admin Configure automatic payment status notifications
            Data Cloud Admin AND Marketing Cloud Admin To create and manage collection campaigns
            Industries Visit To create and manage customer visit records on the Collections and Recovery portal
            Data Cloud Admin To create a custom data space
            Data Cloud Admin To configure Data 360 Salesforce Connector permissions
            Data Cloud Admin To create data streams
            Data Cloud Admin To customize the Tableau Next app assets
            Data Cloud Architect To access Data 360 Setup
            Payments Admnistrator To set up Salesforce Pay Now
            AI Accelerator User AND Einstein for Financial Services To create and configure Tableau Next app

            Customizing Permissions

            You can customize this feature, for instance, by adding fields and creating a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach ensures users always have the latest default permissions, and is an alternative to cloning permission sets.

            See Also

             
            Loading
            Salesforce Help | Article