---
schema_version: "1"
id: 49b3662bf81524f4f4cd1597639bb7e207211475b69f52683b655a1aa149f333
title: Collections and Recovery | Get Collection Plan Details by Name
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_collections_get_collection_plan_details_customer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_get_collection_plan_details_customer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff15b48102d6ac8f1714127888ce8ffecf3a9054b40236dfd09f625d88c13168
description: Gets a collection plan record details by using the collection plan name, and verifies if it's related to the querying customer. If related, returns the collection plan details in a formatted string format.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Collections and Recovery | Get Collection Plan Details by Name

Gets a collection plan record details by using the collection plan name, and verifies if it's related to the querying customer. If related, returns the collection plan details in a formatted string format.

### 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>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Financial Services Cloud</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="d87698e67">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d87698e67 ">To get collection plan details by name:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d87698e67 ">
            <p>Collections and Recovery Specialist</p>
            <p>AND</p>
            <p>FSC Service OR FSC Sales</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial Services</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d87698e67 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d87698e67 ">Agentforce Service Agent User</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;">GetCollectionPlanDetailsByNameASA</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard</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;">Get Collection Plan Details by Name</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Inputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Collection Plan Name, Verified Customer Contact ID</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Outputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Collection Plan Details, Status Message</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></tbody></table>