---
schema_version: "1"
id: b8207170b711bb154350a103bd9b364a6c9eae4964a1c2e176020640abdb291f
title: Collections and Recovery | Create Promise to Pay
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_ptp.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_ptp.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b5d04ff4493c1df874a1cef8f31d99d01da949180979bdc0b29e27065c14453
description: This action lets collections specialists create promise-to-pay agreements for borrowers. The action gets relevant collection plan record details for a collection plan ID. Gathers the payment commitment details from the user and creates a payment schedule and payment schedule item records, and sends an email to the user with the promised payment details.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Collections and Recovery | Create Promise to Pay

This action lets collections specialists create promise-to-pay agreements for borrowers. The action gets relevant collection plan record details for a collection plan ID. Gathers the payment commitment details from the user and creates a payment schedule and payment schedule item records, and sends an email to the user with the promised payment details.

### 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="d68538e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d68538e70 ">To create promise-to-pay agreements:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d68538e70 ">
            <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="d68538e70 ">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;">CreatePromiseToPay</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 Promise to Pay</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_setup_ptp.htm&amp;language=en_US" target="_blank">Set Up Promise to Pay</a></td></tr></tbody></table>