---
schema_version: "1"
id: 276b532655f6e3cee787f11022b985b8b1fa877d4992cbd37396b9ff1ee0fdbc
title: Set Up Case Management 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_configure_case_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_configure_case_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0de4c02fe3d43e46be6766fe649bd77ffa1b8e9cd55e3c5cb8f2f9b84bb37e3
description: To automatically create and close cases for collection plans, set field-level security for the case source field, create a decision matrix, and customize the prebuilt flows for case creation and closure.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Case Management for Collections and Recovery

To automatically create and close cases for collection plans, set field-level security for the case source field, create a decision matrix, and customize the prebuilt flows for case creation and closure.

### 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>

Watch this video to understand how to automate case creation and closure for collection plans.

If you aren’t able to watch the video in full screen, open the video on a new tab: [![Watch video](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/financial_services/images/play_btn.png) Automated Case Management for Collections and Recovery](https://salesforce.vidyard.com/watch/WGnfVDQdod9MgZTEynmJ8u).

- **[Customize the Case Lightning Record Page](https://help.salesforce.com/s/articleView?id=ind.collections_customize_case_page_layout.htm&release=264.0.0&type=5)**  
    To make sure that the collections specialists can view and edit case source details and to verify that the case is correctly linked to the collection plan, add the case source field to the case information section of the case page layout.
- **[Create and Activate a Decision Matrix to Create a Case for a Collection Plan](https://help.salesforce.com/s/articleView?id=ind.collections_create_decision_matrix_create_case.htm&release=264.0.0&type=5)**  
    Create a decision matrix with the collection plan reason code, case reason, case priority, and case type parameters. The decision matrix updates the case field values automatically when a case is created for a collection plan.
- **[Customize the Prebuilt Flow to Create a Case for a Collection Plan](https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_create_case.htm&release=264.0.0&type=5)**  
    This flow automatically creates a case when a collection plan record is created with a valid reason.
- **[Customize the Prebuilt Flow to Close Collection Plan and Associated Cases](https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_case_closure.htm&release=264.0.0&type=5)**  
    This flow automatically closes a collection plan and all its associated cases based on predefined conditions.