---
schema_version: "1"
id: 1eb39bc8319500a3f56c4271c44ef46a05a2fdb4f7864cb1d9dd74b7e8854214
title: "Subagent: Case Management for Collection Plan"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/agent_ref_collections_topics_case_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_topics_case_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: edbce089a4913419864ab20faf3da948c44867849520cdeb29012cc7f78626ca
description: Interacts with the user to select the current status of the collection plan and provides an option to create a new case. If the user chooses to create a new case, asks the user to enter details, such as the case type, subtype, owner, and priority. Creates the corresponding case and collection event records. Checks if the case is eligible for legal proceedings and if it does, creates the corresponding case proceeding and case proceeding participant records.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Subagent: Case Management for Collection Plan

Interacts with the user to select the current status of the collection plan and provides an option to create a new case. If the user chooses to create a new case, asks the user to enter details, such as the case type, subtype, owner, and priority. Creates the corresponding case and collection event records. Checks if the case is eligible for legal proceedings and if it does, creates the corresponding 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: <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="d13961e64">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">To create a case and related case proceeding records:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">Collections and Recovery Specialist</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">Use Agentforce Default Agent user permission</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">To run prompt templates:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13961e64 ">Execute Prompt Templates user permission</td>

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

## Subagent 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;">CaseManagementForCollectionPlan</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&amp;language=en_US" target="_blank">Get Record Details</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;language=en_US" target="_blank">Identify Record by Name</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Records</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_create_case.htm&amp;language=en_US" target="_blank">Create Case and Related Case Proceeding Records</a></p>
            </td>

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

## Example Utterances

- “Create legal case for collection plan with name CP-000000015”
- “Create legal case for collection plan for Julia Green”
- “Create legal case for this collection plan record”