---
schema_version: "1"
id: cc2c9ed642bfe60c62f788d55f41d8dd4f6bb3a5f6c8600a8cb57f651767de43
title: Customize the Prebuilt Flow to Create Promise to Pay Agreements
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_flow_for_ptp.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_for_ptp.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc7565db4fa5975d418baaccb5ae0397c967053f7b8c5f0e5511ebd2258f2718
description: Customize the Create Promise to Pay prebuilt flow. This flow is triggered through the Create Promise to Pay action on a collection plan page.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Prebuilt Flow to Create Promise to Pay Agreements

Customize the Create Promise to Pay prebuilt flow. This flow is triggered through the Create Promise to Pay action on a collection plan page.

### 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="d5805e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5805e68 ">To customize the prebuilt flow:</td>


            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5805e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application permission</p>
            </td>

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

This flow creates a promise to pay agreement for a borrower, creates a corresponding payment schedule, and sends an email to the borrower with the promised payment details. Customize this flow according to your business requirements.

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **Create promise to Pay**.
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.