---
schema_version: "1"
id: 14b74fb29974df29719d3a17397809d280f32a6e5c243f8ffc809e8b133da9fd
title: Clone and Customize the Prebuilt Expression Set Template 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_customize_actionable_event_orchestration_procedure.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_actionable_event_orchestration_procedure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c240277862163e242cc4c7ba4b5abf4163facacac890a0c8e1950d9cd57ae8bd
description: Determine segments for collection plan records based on the collection plan object fields, such as due amount and days past due, and update the collection plan records with the segment values.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Clone and Customize the Prebuilt Expression Set Template for Collections and Recovery

Determine segments for collection plan records based on the collection plan object fields, such as due amount and days past due, and update the collection plan records with the segment values.

### 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>

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d14629e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14629e68 ">To clone and customize the expression set template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14629e68 ">Actionable Event Orchestration Designer</td>

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When you clone the prebuilt expression set template, DetermineCollectionPlanSegment, the steps from the template are copied to the first version of the cloned expression set by default. Link the decision matrix and the context definition that you cloned and customized earlier.

This event orchestration procedure gets the record details of collection plans in a loop, runs the decision matrix to determine the segment for each collection plan, and updates the segment value to the collection plan segment field value.

1. From the App Launcher, find and select **Business Rules Engine**.
2. From the app navigation menu, select **Expression Set Templates**.
3. Click **DetermineCollectionPlanSegment**.
4. From the Save As dropdown menu, select **New Event Orchestration Builder**.
5. Enter a name and rank, and save your changes.
    
    The cloned actionable event orchestration automatically opens in the Event Orchestration Builder.
6. To link the newly created decision matrix, after the List operation component, click ![Add Component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/collections/images/collections_add_element.png).
7. Find and select **Lookup Table**.
8. Find and select the decision matrix that you created earlier. See, [Create a Decision Matrix to Determine Collection Plan Segments](https://help.salesforce.com/s/articleView?id=ind.collections_create_decision_matrix_for_segment.htm&language=en_US).
9. To map the decision matrix table variables to the associated context definition attributes, click **Map Variables**.
10. Map each lookup table variable.
    1. From the Action menu, click **Map**.
    2. Find and select the corresponding context definition attribute.
11. Click **Done**.
12. To set the start date time, click ![Expression Set Properties](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/collections/images/collections_expr_set_properties.png).
13. Select a start date and time.
    
    Make sure that the start date and time of the event orchestration procedure is before the effective from date of the context definition that you cloned and customized earlier. See,
    
    [Clone and Customize the Prebuilt Context Definition for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_customize_context_definition_for_segment.htm&language=en_US).
14. Save your changes.
15. Close the Event Orchestration Builder.
16. From the App Launcher, find and select **Business Rules Engine**.
17. From the app navigation menu, select **Event Orchestration Procedures**.
18. Click the event orchestration procedure that you cloned and customized.
19. Click **Edit**.
20. Select the context definition that you cloned and customized earlier and save your changes. See [Clone and Customize the Prebuilt Context Definition for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_customize_context_definition_for_segment.htm&language=en_US).
21. In the Expression Set Versions (n) section, click the version that you cloned and customized.
22. Click **Activate**.