---
schema_version: "1"
id: 6272343209eeec078d7ef84671b1461b7a25d65bdbc492c1b276c5eeb2c1909c
title: Set Up Collections and Recovery Assistance for Employees
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/agent_ref_collections_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0be1b89b8bdccf05829fba75a99cff361915c9ac0bad29b06d073d00a918389
description: Collections and Recovery Assistance is a prebuilt Agentforce Employee Agent template. Use this template to create an agent, and keep the considerations in mind before proceeding.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Collections and Recovery Assistance for Employees

Collections and Recovery Assistance is a prebuilt Agentforce Employee Agent template. Use this template to create an agent, and keep the considerations in mind before proceeding.

### 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: <a href="https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections and Recovery Assistance both for employees and customers. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></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="d3978e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3978e68 ">To create an agent by using the Agentforce Service Agent template: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3978e68 ">
              <p>Manage AI Agents and Manage Agentforce Employee Agents</p>
              <p>AND</p>
              <p>Agentforce
                Employee Agent Platform</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

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

1. To enable Collections and Recovery Assistance, in Setup, find and select **Collections and Recovery Settings**, and turn on Collections and Recovery Assistance.
2. To enable Financial Account Management Standard Objects, in Setup, find and select **Financial Account Settings**, and turn on Financial Account Management Standard Objects.
3. If you plan to use the Call Script for Collections subagent and related actions, [enable Salesforce Voice with Partner Telephony](https://help.salesforce.com/s/articleView?id=service.voice_pt_setup_turn_on.htm&language=en_US).
4. If you plan to use the Collections Details From External Sources subagent and related actions, [enable Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&language=en_US).
5. [Set up Einstein generative AI to access generative AI features](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
6. [Enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US).
7. [Create an Agent by using the Collections and Recovery Assistance template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/images/icon_note.png)
    
    Note Collections and Recovery Assistance template and subagents are available only in the Legacy Agentforce Builder.

#### See Also

- [_Salesforce Help:_ Manage Agent Versions](https://help.salesforce.com/s/articleView?id=ai.agent_versions.htm&language=en_US)
- [_Salesforce Help:_ Best Practices for Agent User Permissions](https://help.salesforce.com/s/articleView?id=ai.agent_user.htm&language=en_US)
- [_Salesforce Help:_ Define System Messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm&language=en_US)
- [_Salesforce Help:_ Update Language Settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&language=en_US)
- [_Salesforce Help:_ Ground Agentforce in Your Data](https://help.salesforce.com/s/articleView?id=ai.agent_parent_data.htm&language=en_US)