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Collections and Recovery
Set Up Account Summary for Collections and Recovery

Set Up Account Summary for Collections and Recovery

Add custom fields to the Account object to store collections summary of all the collection plans associated with an account. Clone and customize the predefined Data Processing Engine definition to compute the aggregated summary of specific collection plan fields. Clone and customize the prebuilt Flexcard to show the aggregated collections summary. Customize the Lightning pages to view the Collections Summary, and all the collection plans linked to an account.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.
 
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