---
schema_version: "1"
id: 81e19b9745a8793d5f2e53cba878f065c2a93f7345857cad2c26fbadc2e175f4
title: Assign Object Permissions for Collections and Recovery
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_assign_object_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_assign_object_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe93158511f96b4447eb6f07937e7c4aad5a351aeca333a9c55ba9c1bc45d965
description: To set up and configure Collections in your Salesforce org, assign the relevant object permissions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Assign Object Permissions for Collections and Recovery

To set up and configure Collections in your Salesforce org, assign the relevant object permissions.

### 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.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. 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="d2651e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e68 ">To view object settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e68 ">View Setup and Configuration</td>

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

1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
2. Click the profile that you plan to edit.
3. Click **Edit**.
4. Go to Administrative Permissions, and select **View Setup and Configuration**.
5. Under Standard Object Permissions, locate these objects and assign permissions according to the profiles.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2651e151">Profile</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2651e154">Task</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2651e157">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2651e160">Permissions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections managers</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To create prioritized lists of collection plans</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 "><a name="collections_assign_object_permissions__ul_rqf_5tj_lcc"><!-- --></a>
              <ul id="collections_assign_object_permissions__ul_rqf_5tj_lcc">
                <li>Actionable List</li>

                <li>Actionable List Column</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections managers</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To create prioritized lists of collection plans</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 ">Action List Member</td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, Delete, and View All Records</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections managers </td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To view the borrower details on the collection plan record details page</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 ">Financial Account</td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, Delete, and View All Records</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections specialists </td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To view the borrower details on the collection plan record details page</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 ">Financial Account</td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections managers</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To view the details on the collection plan record details page</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 "><a name="collections_assign_object_permissions__ul_tmt_y5k_lcc"><!-- --></a>
              <ul id="collections_assign_object_permissions__ul_tmt_y5k_lcc">
                <li>PartyIncome</li>

                <li>PartyExpense</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, Delete, and View All Records</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections specialists</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To view the details on the collection plan record details page</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 "><a name="collections_assign_object_permissions__ul_jjz_yf1_qdc"><!-- --></a>
              <ul id="collections_assign_object_permissions__ul_jjz_yf1_qdc">
                <li>PartyIncome</li>

                <li>PartyExpense</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections managers</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To view collection plan details</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 ">
              <ul>
                <li>Collection Plan</li>

                <li>Collection Plan Item</li>

                <li>Collection Plan Reason</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, Delete, and View All Records</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections specialists</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To create a promise to pay record</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 "><a name="collections_assign_object_permissions__ul_ewg_t5k_lcc"><!-- --></a>
              <ul id="collections_assign_object_permissions__ul_ewg_t5k_lcc">
                <li>PaymentSchedule</li>

                <li>PaymentScheduleItem</li>

                <li>Collection Plan</li>

                <li>Collection Plan Item</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections specialists</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To create case, case proceeding, and case proceeding participant records</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 "><a name="collections_assign_object_permissions__ul_drj_t1r_bfc"><!-- --></a>
              <ul id="collections_assign_object_permissions__ul_drj_t1r_bfc">
                <li>Case</li>

                <li>CaseProceeding</li>

                <li>CaseProceedingParticipant</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

          </tr>
          <tr class="">
            <td data-label="Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e151 ">Collections specialists</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e154 ">To create payment plans to manage financial hardship situations</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e157 ">
              <ul>
                <li>PaymentSchedule</li>

                <li>PaymentScheduleItem</li>

                <li>PaymentScheduleDistributionMethod</li>

                <li>PaymentScheduleTreatment</li>

                <li>PaymentScheduleTreatmentDetail</li>

                <li>Collection Plan</li>

                <li>Financial Account</li>

              </ul>
            </td>

            <td data-label="Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d2651e160 ">Read, Create, Edit, and Delete</td>

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