---
schema_version: "1"
id: 0bd47f0a834cdcd0a1108760bb19e6ab32236fa158c5d217e59c676fefd0fe73
title: Set Up Orchestrated Dunning for Collections
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_dunning_orchestration_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_dunning_orchestration_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 714de35cb21f3cf288b778e65a19cf29efb1fcb31dbe1b7e862ded1da5387d2d
description: Configure and integrate out-of-the-box Dynamic Revenue Orchestrator templates into Billing to automate the entire dunning lifecycle.
products:
  - Revenue Cloud
release: "264"
---
# Set Up Orchestrated Dunning for Collections

Configure and integrate out-of-the-box Dynamic Revenue Orchestrator templates into Billing to automate the entire dunning lifecycle.

### 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>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <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="d110839e75">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110839e75 ">To install and configure the Dynamic Revenue Orchestrator feature and the Dunning
              Orchestration solution by using Salesforce Go:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110839e75 ">Billing Admin permission set</td>

          </tr>
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1. Configure the Dynamic Revenue Orchestrator feature in Salesforce Go. Skip this step if it’s already configured.
    
    1. From Setup, in the Quick Find box, enter Salesforce Go, and then select **Salesforce Go**.
    2. Go to the Features tab and filter by Revenue Cloud to view and set up Dynamic Revenue Orchestrator.
    3. Turn on Dynamic Revenue Orchestrator, and then in the Unlock Advanced Functionality section, turn on Future-Dated Steps to configure steps to execute at a future date and time.
    4. To monitor the installation status, in Setup, find and select **Jobs**, and then click **Bulk Data Load Jobs**.
    
    The setup can take a few minutes. We recommend that you wait until the configuration is complete before you proceed further.
2. In Setup, find and select **Billing Settings**, and then turn on Automate Dunning Orchestration.
    
    This action creates the BillingOrchPlanCtxMapping orchestration plan context mapping record with orchestration type as Billing. The context mapping corresponds to the BillingCollectionPlanContext context definition and maps to the CollectionPlan object.
3. Install the Dunning Orchestration solution in Salesforce Go.
    
    1. From Setup, in the Quick Find box, enter Salesforce Go, and then select **Salesforce Go**.
    2. Go to the Initial Setup tab and filter by Revenue Cloud and Data Pack category.
    3. View and install **Dunning Orchestration Solution**.
        
        This step can take a few minutes.
    
    The solution installs a dunning orchestration fulfillment workspace and three email templates.

Your Billing Operations User or Collections and Recovery Specialist is now ready to [initiate dunning orchestration](https://help.salesforce.com/s/articleView?id=ind.billing_configure_dunning_orchestration.htm&release=264.0.0&type=5 "Automate the entire dunning journey—from sending email reminders to manual recovery on payment collections—by using the out-of-the-box Dynamic Revenue Orchestrator (DRO) templates.") on your collection plans.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note After it’s installed, you can’t uninstall the Salesforce Go solutions.

#### See Also

- [Turn on Future-Dated Steps](https://help.salesforce.com/s/articleView?id=ind.dro_turn_on_future_dated_steps.htm&language=en_US)