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Collections and Recovery

Assign Object Permissions for Collections and Recovery

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Assign Object Permissions for Collections and Recovery

To set up and configure Collections in your Salesforce org, assign the relevant object permissions.

Required Editions

Available in: Lightning Experience

Available in: View product and edition availability.

User Permissions Needed
To view object settings:	View Setup and Configuration

From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
Click the profile that you plan to edit.
Click Edit.
Go to Administrative Permissions, and select View Setup and Configuration.
Under Standard Object Permissions, locate these objects and assign permissions according to the profiles.

Profile	Task	Object	Permissions
Collections managers	To create prioritized lists of collection plans	Actionable List Actionable List Column	Read, Create, Edit, and Delete
Collections managers	To create prioritized lists of collection plans	Action List Member	Read, Create, Edit, Delete, and View All Records
Collections managers	To view the borrower details on the collection plan record details page	Financial Account	Read, Create, Edit, Delete, and View All Records
Collections specialists	To view the borrower details on the collection plan record details page	Financial Account	Read, Create, Edit, and Delete
Collections managers	To view the details on the collection plan record details page	PartyIncome PartyExpense	Read, Create, Edit, Delete, and View All Records
Collections specialists	To view the details on the collection plan record details page	PartyIncome PartyExpense	Read, Create, Edit, and Delete
Collections managers	To view collection plan details	Collection Plan Collection Plan Item Collection Plan Reason	Read, Create, Edit, Delete, and View All Records
Collections specialists	To create a promise to pay record	PaymentSchedule PaymentScheduleItem Collection Plan Collection Plan Item	Read, Create, Edit, and Delete
Collections specialists	To create case, case proceeding, and case proceeding participant records	Case CaseProceeding CaseProceedingParticipant	Read, Create, Edit, and Delete
Collections specialists	To create payment plans to manage financial hardship situations	PaymentSchedule PaymentScheduleItem PaymentScheduleDistributionMethod PaymentScheduleTreatment PaymentScheduleTreatmentDetail Collection Plan Financial Account	Read, Create, Edit, and Delete

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