Collections and Recovery | Get Collection Plans for Related Contact and Parties

Gets a specified number of collection plans associated with a customer's contact. If required, it checks linked financial accounts for additional collection plans until the limit is reached, compiles the details, and returns them to the customer.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud

User Permissions Needed
To get all the collection plans associated with a customer's contact:	Collections and Recovery Specialist AND FSC Service OR FSC Sales
To use Agentforce:	Agentforce Service Agent User

User Permissions Needed

To get all the collection plans associated with a customer's contact:

Collections and Recovery Specialist

AND

FSC Service OR FSC Sales

To use Agentforce:

Agentforce Service Agent User

Action Details

API Name	GetCollectionPlansForRelatedContactAndPartiesASA
Action Type	Standard
Reference Action Type	Flow
Reference Action	Get Collection Plans for Related Contact and Parties
Inputs	Verified Customer Contact ID,
Outputs	Collection Plans, Status Message
Does this action execute one or more prompt templates?	No