---
schema_version: "1"
id: d59afff6462991f4458ff19986279f3a92f4bc35a13693468f956ceec36066ea
title: Create Cases for Collection Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_create_case_manually.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_create_case_manually.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73afc33630b4fdf18de9b13ce34118418ccc80f488643cdb88042e0e48557c21
description: As a collections specialist, create and update cases directly on the collection plan record details page, streamlining workflows and enhancing efficiency in managing and resolving collections.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create Cases for Collection Plans

As a collections specialist, create and update cases directly on the collection plan record details page, streamlining workflows and enhancing efficiency in managing and resolving collections.

### 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="d11357e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11357e68 ">To create a case manually for a collection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11357e68 ">Collections and Recovery Specialist</td>

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

Before you create a case for a collection plan:

- Make sure that field-level security for the case source field on the Case object is set. See [Set Field-Level Security for Case Source](https://help.salesforce.com/s/articleView?id=ind.collections_enable_fls_case_object.htm&release=264.0.0&type=5 "Give collections specialists read and edit access to Case Source field so they can create a case for a collection plan.").
- Make sure that the case source field is added to the case information section of the case page layout. See [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.").

1. From the App Launcher, find and select **Collections**.
2. To view a collection plan record details page, from the collection plans section, click a collection plan.
3. To launch the action, on the collection plan record details page, click **Create Case**.
4. Enter the case details and save your changes.