Review the supported products, editions, and permissions for Collections. Then learn how
your product handles permissions and how to assign them.
Required Editions
User Interface
Collections and Recovery is available in Lightning Experience.
Editions
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, and Unlimited
Editions |
| Automotive Cloud: Enterprise, Unlimited, and Developer
Editions |
Collections Permissions
To set up and use Collections, Salesforce admins and users need these permission sets.
Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name |
Description |
| Collections and Recovery Admin |
Set up and manage Collections |
| Collections and Recovery Specialist |
Create promise to pay records, view collection plan details, update the status of
collections, generate and send payment links, and view and edit the source of cases created
for collection plans |
| Collections and Recovery for European Union Operating Zone Admin |
Gives European Union Operating Zone admins the required permissions to set up and
manage collections |
| Collections and Recovery for European Union Operating Zone Specialist |
Gives European Union Operating Zone users access to create promise to pay records,
view collection plan details, update the status of collections, generate and send payment
links, and view and edit the source of cases created for collection plans |
| Industry Service Excellence |
- Configure Action Launcher Deployment
- Enable Timeline
|
| Industry Sales Excellence OR Industry Service Excellence |
Access Financial Account and related Standard Objects |
| Basic CSV Data Import |
Import CSV data into a single Salesforce object |
| CSV Advanced Data Import |
Import CSV data into multiple Salesforce objects simultaneously |
| Omnistudio User |
Access and view the information shown in Omnistudio components configured in the
Collections console app, such as Omniscripts and Flexcards |
Additional Permissions
Salesforce admins need these permission sets to set up additional Collections features.
| Permission Set Name |
Description |
| Omnistudio Admin |
Customize
the Omnistudio components configured in the Collections console app, such as Omniscripts and
Flexcards. |
| Context Service Admin |
- Turn on Context Definition
- Clone and customize context definitions
|
| Rule Engine Designer |
- Turn on Industries Cloud Common Decision Tables Access
- Create, update, and delete decision matrices and matrix versions
|
| Rule Engine Runtime |
Use decision matrices in Business Rules Engine |
| Actionable Event Orchestration Designer |
- Turn on Actionable Event Orchestration
- Clone and customize the expression set template
- Create an actionable event orchestration
|
| Actionable Event Orchestration Runtime |
Run an actionable event orchestration |
| Actionable Segmentation |
- Create and activate actionable list definitions and actionable lists
- Create and configure actionable lists
|
| Data Pipelines Base User |
- Create and activate actionable list definitions and actionable lists
- Create and configure actionable lists
- Refresh datasets periodically by using flows
|
| Query for Data Pipelines |
Create and activate actionable list definitions and actionable lists |
|
Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales
|
Access Financial Account and related standard objects |
| MuleSoft Administrator |
Access MuleSoft Direct Integrations |
| Data Cloud Admin AND Marketing Cloud Admin |
Configure automatic payment status notifications |
| Data Cloud Admin AND Marketing Cloud Admin |
To create and manage collection campaigns |
| Industries Visit |
To create and manage customer visit records on the Collections and Recovery
portal |
| Data Cloud Admin |
To create a custom data space |
| Data Cloud Admin |
To configure Data 360 Salesforce Connector
permissions |
| Data Cloud Admin |
To create data streams |
| Data Cloud Admin |
To customize the Tableau Next app assets |
| Data Cloud Architect |
To access Data 360 Setup |
| Payments Admnistrator |
To set up Salesforce Pay Now |
| AI Accelerator User AND Einstein for Financial Services |
To create and configure Tableau Next app |
Customizing Permissions
You can customize this feature, for instance, by adding
fields and creating
a custom permission set. To remove user permissions from the default permission set, create a
muting permission set. Then, use permission set groups to assign users the default permission
set in addition to your custom permission sets. This approach ensures users always have the
latest default permissions, and is an alternative to cloning permission sets.
