---
schema_version: "1"
id: 69734f8a238943a915e41ceed746b6a9998ff8f133b414513d71bcf7c3f3e50f
title: Collections and Recovery | Create Case and Related Case Proceeding Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_collections_create_case.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_case.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12f10c3659472e286e4d0ed5378544109642b0eaccb5081c30dc68e94d7cb04e
description: Creates a case for the collection plan by using the details provided by the user. If the case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does, then it creates the related case proceeding and case proceeding participant records.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Collections and Recovery | Create Case and Related Case Proceeding Records

Creates a case for the collection plan by using the details provided by the user. If the case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does, then it creates the related case proceeding and case proceeding participant records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d196907e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d196907e70 ">To create a case and case proceeding records with the Agentforce action:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d196907e70 ">
            <p>Collections and Recovery Specialist</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial
              Services</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d196907e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateCaseAndRelatedCaseProceedingRecords</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Case and Related Case Proceeding Records</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.collections_configure_case_management.htm&amp;language=en_US" target="_blank">Set Up Case Management for Collections and Recovery</a></td></tr></tbody></table>