---
schema_version: "1"
id: dae396f2d1a443adb290bd4fc3f78aef6209dcaeb3ca3984fc7eaa86c922f4c8
title: Customize the Prebuilt Flow to Create a Case for a Collection Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_flow_create_case.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_create_case.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 03d15e44931c76b3f27619832543217eb81af93ff7d6c01878f13dadc48a76e2
description: This flow automatically creates a case when a collection plan record is created with a valid reason.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Prebuilt Flow to Create a Case for a Collection Plan

This flow automatically creates a case when a collection plan record is created with a valid reason.

### 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="d5684e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5684e68 ">To customize the prebuilt flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5684e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application permission</p>
            </td>

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

Before you customize the prebuilt flow, make sure that you have already [created a decision matrix with the name DetermineCaseReasonAndRelatedAttributes.](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.")

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **Create Case for Collection Plan**.
3. Click **Save As New Version**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/images/icon_note.png)
    
    Note If you plan to clone the flow, make sure that you don't change the API name.
4. Customize the flow according to your business requirements.
5. Save your changes and activate the flow.