---
schema_version: "1"
id: 6015c36cb335fef9968672c0d0a8b1169905f20580ab8c0a005ebc4be02348ee
title: Setup and Configuration for Call Compliance Checks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_compliance_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_compliance_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb3be94144e830406d32839b27e7246179c33064d67fdec718595746f652d4fe
description: Collections specialists can make informed decisions about contacting borrowers by using call compliance checks. Turn on Financial Account Management Standard Objects, and Context Definitions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Setup and Configuration for Call Compliance Checks

Collections specialists can make informed decisions about contacting borrowers by using call compliance checks. Turn on Financial Account Management Standard Objects, and Context Definitions.

### 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>

- **[Enable Financial Account Management Standard Objects and Configure Context Definitions](https://help.salesforce.com/s/articleView?id=ind.collections_compliance_prerequisites.htm&release=264.0.0&type=5)**  
    To use the Financial Account and related standard objects, enable Financial Account Management Standard Objects. To access and configure context definitions, enable Context Definitions.
- **[Create and Configure an External Client App](https://help.salesforce.com/s/articleView?id=ind.collections_create_configure_external_client_app.htm&release=264.0.0&type=5)**  
    Create an external client app that enables a compliance application to integrate with Salesforce by using the relevant API. External client apps provide single sign-on (SSO) and use OAuth protocols to authorize third-party apps.
- **[Create and Configure Integration Definitions and Named Credentials](https://help.salesforce.com/s/articleView?id=ind.collections_create_ip_compliance_check.htm&release=264.0.0&type=5)**  
    To connect Salesforce with an external system, create integration definitions. APIs work with the integration definitions to perform operations in both Salesforce and the external system. Link the prebuilt APEX class to the integration definition.
- **[Customize Lightning Pages to View Compliance Check Information](https://help.salesforce.com/s/articleView?id=ind.collections_customize_page_check_compliance.htm&release=264.0.0&type=5)**  
    To show the outbound call compliance details for the borrowers associated with the collection plan, add the CallComplianceDetailsForBorrowers component to the collection plan record page.