---
schema_version: "1"
id: 07047d72efbc5a51f2c43acf47eb608a4fbc27a981c32866f6343b40382c56e3
title: Capture Collections-Related Interaction
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_capture_interaction_outcome.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_capture_interaction_outcome.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68238462eabd1fe685dbf3f69c7082e1af5ebd5d845a0984ccfb62b7dac6c7fd
description: As a collections specialist, you can capture the collections-related interactions and next steps with the Capture Collections-Related Interaction quick action. The action creates a collections interaction event and a case, if required. The action also helps to determine which cases require legal proceedings and creates a legal case, case proceeding, and case proceeding participants.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Capture Collections-Related Interaction

As a collections specialist, you can capture the collections-related interactions and next steps with the Capture Collections-Related Interaction quick action. The action creates a collections interaction event and a case, if required. The action also helps to determine which cases require legal proceedings and creates a legal case, case proceeding, and case proceeding participants.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10131e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10131e68 ">To create a collections interaction event, case, and case proceeding records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10131e68 ">Collections and Recovery Specialist</td>

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1. From the App Launcher, find and select **Collections**.
2. Click **Collection Plans**, and open a collection plan record.
3. On the collection plan record details page, from the Action Launcher, click **Capture Collections-Related Interaction**.
4. Specify these details.
    1. Update the collection plan status based on your discussion with the customer.
    2. Select a next collection action.
        
        For example, select Bankruptcy Declared—Verify Status, if the next step is to verify the validity and authenticity of the declared bankruptcy.
    3. Select the origin.
        
        For example, select Email, Phone, or Web.
    4. Enter a description.
    5. If needed, select **Create Case**.
    6. Specify the case type, priority, owner, subject, and description.
    7. If you selected Legal as the case type, then enter the case proceeding details, such as type, subtype, and attorney details.
5. To submit the request, click **Finish**.
    
    After the case is created, if you plan to assign it to some other expert team for further proceedings, open the case and update the case owner field.