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            Customize the Prebuilt Flow to Update the Payment Details

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            3. Collections and Recovery

            Customize the Prebuilt Flow to Update the Payment Details

            This flow is triggered when a payment intent event is created for a successful transaction, and updates the payment received details in the corresponding collection plan or payment schedule item.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To customize the prebuilt flow:

            Collections and Recovery Admin permission set

            AND

            Customize Application permission
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click Collections: Update Payment Details.
            3. Click Save As New Version.
              Note
              Note If you plan to clone the flow, make sure that you don't change the API name.
            4. Customize the flow according to your business requirements.
            5. Save your changes and activate the flow.
             
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