See promise-to-pay details, payment plans, cases, and payments on the Repossession record.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
The Collections Overview tab brings existing Collections capabilities onto the Repossession record page. A specialist can then see the full collections picture without leaving the Repossession. This tab requires the Collections and Recovery capability. Enabling Repossession Management isn't enough.
- Promise to Pay — the available limit, total overdue, and an action to create a new promise to pay.
- Hardship Program — active and inactive payment plans with duration, frequency, first payment date, and status. Expand any plan to see its items.
- Cases — related cases with case proceedings such as court actions and warrant requests.
- Payments — a paginated list tied to the account through the collection plan.
See Collections and Recovery in Salesforce for the permissions and capability setup this tab requires, including the additional Hardship Program and Payment Links configuration covered there.