Loading
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
            View a Collection Plan Record Details Page

            You are here:

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

            View a Collection Plan Record Details Page

            As a collections specialist, view all the essential information related to a collection plan on a collection plan record details page, in the Collections console app. Get a comprehensive view of a collection plan record details to make informed decisions on each account and prioritize the collection efforts accordingly.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To access Collections console app, and view the object record details page: Collections and Recovery Specialist

            On the home page, collections specialists can view:

            • Performance summary of their collection activities
            • List of collection plans assigned to them
            • Actionable lists of collection plans assigned to them

            Additionally, collections specialists can also view these details on a collection plan record details page.

            • Associated account and contact details, collection plan summary, actions, loan and additional borrower details if any, promise to pay details, cashflow summary, collection plan items, history, and notes and attachments.
            • Collection-related activities on the timeline to understand the context better and the chronological sequence of collections events
            • The action launcher component to launch actions, such as Create Promise to Pay, Generate and Send Payment Link, and so on.
            1. To view the collection plans assigned to the collections specialists, from the App Launcher, find and select Collections.
            2. To view a collection plan record details page, from the collection plans section, click a collection plan.
             
            Loading
            Salesforce Help | Article