---
schema_version: "1"
id: 1463d0752b674646db003a01572c8f5824afb0d127223afbeac5892bf6782226
title: Customize the Prebuilt Flow to Update the Payment Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_flow_update_payment.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_flow_update_payment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ce407107d627052da6b79d729778e77c54ba5b77bdcde0f6c697092730e6e58b
description: This flow is triggered when a payment intent event is created for a successful transaction, and updates the payment received details in the corresponding collection plan or payment schedule item.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Prebuilt Flow to Update the Payment Details

This flow is triggered when a payment intent event is created for a successful transaction, and updates the payment received details in the corresponding collection plan or payment schedule item.

### 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="d6499e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6499e68 ">To customize the prebuilt flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6499e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application permission</p>
            </td>

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

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **Collections: Update Payment Details**.
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.