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Collections and Recovery
Editions and Permissions for 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.

 
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