---
schema_version: "1"
id: b2ba9178264b82cd62e53906a7aac7edd027e9cccf6df2598370b8125935b03f
title: Editions and Permissions 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_editions_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 90153e859d7b1c2028e9457c471cd7149a620171cefe68151b62fb36d648104a
description: Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Editions and Permissions for Collections and Recovery

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

<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;">Financial Services Cloud: <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Automotive Cloud: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Collections Permissions

To set up and use Collections, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5113e99">Permission Set Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5113e102">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Collections and Recovery Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Set up and manage Collections</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Collections and Recovery Specialist</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">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</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Collections and Recovery for European Union Operating Zone Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Gives European Union Operating Zone admins the required permissions to set up and
              manage collections</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Collections and Recovery for European Union Operating Zone Specialist</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">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</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Industry Service Excellence</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 "><a name="collections_editions_permissions__ul_pq3_q11_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_pq3_q11_qdc">
                <li>Configure Action Launcher Deployment</li>

                <li>Enable Timeline</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Industry Sales Excellence OR Industry Service Excellence</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Access Financial Account and related Standard Objects</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Basic CSV Data Import</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Import CSV data into a single Salesforce object</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">CSV Advanced Data Import</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Import CSV data into multiple Salesforce objects simultaneously</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e99 ">Omnistudio User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e102 ">Access and view the information shown in Omnistudio components configured in the
              Collections console app, such as Omniscripts and Flexcards</td>

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

## Additional Permissions

Salesforce admins need these permission sets to set up additional Collections features.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:49.504950495049506%">
          <col style="width:50.495049504950494%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5113e224">Permission Set Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d5113e227">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Omnistudio Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Customize
              the Omnistudio components configured in the Collections console app, such as Omniscripts and
              Flexcards.</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Context Service Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 "><a name="collections_editions_permissions__ul_zqv_xb1_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_zqv_xb1_qdc">
                <li>Turn on Context Definition</li>

                <li>Clone and customize context definitions</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Rule Engine Designer</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 "><a name="collections_editions_permissions__ul_k53_bc1_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_k53_bc1_qdc">
                <li>Turn on Industries Cloud Common Decision Tables Access</li>

                <li>Create, update, and delete decision matrices and matrix versions</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Rule Engine Runtime</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Use decision matrices in Business Rules Engine</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Actionable Event Orchestration Designer</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 "><a name="collections_editions_permissions__ul_jn2_hc1_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_jn2_hc1_qdc">
                <li>Turn on Actionable Event Orchestration</li>

                <li>Clone and customize the expression set template</li>

                <li>Create an actionable event orchestration</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Actionable Event Orchestration Runtime</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Run an actionable event orchestration</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Actionable Segmentation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 "><a name="collections_editions_permissions__ul_xbc_1d1_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_xbc_1d1_qdc">
                <li>Create and activate actionable list definitions and actionable lists</li>

                <li>Create and configure actionable lists</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Pipelines Base User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 "><a name="collections_editions_permissions__ul_d5d_dd1_qdc"><!-- --></a>
              <ul id="collections_editions_permissions__ul_d5d_dd1_qdc">
                <li>Create and activate actionable list definitions and actionable lists</li>

                <li>Create and configure actionable lists</li>

                <li>Refresh datasets periodically by using flows</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Query for Data Pipelines</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Create and activate actionable list definitions and actionable lists</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">
              <p style="margin-bottom:0;">Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Access Financial Account and related standard objects</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">MuleSoft Administrator</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Access MuleSoft Direct Integrations</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin AND Marketing Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">Configure automatic payment status notifications</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin AND Marketing Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To create and manage collection campaigns</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Industries Visit</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To create and manage customer visit records on the Collections and Recovery
              portal</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To create a custom data space</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To configure <samp class="parmname">Data 360</samp> Salesforce Connector
              permissions</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To create data streams</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To customize the Tableau Next app assets</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Data Cloud Architect</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To access <samp class="parmname">Data 360</samp> Setup</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">Payments Admnistrator</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To set up Salesforce Pay Now</td>

          </tr>
          <tr class="">
            <td data-label="Permission Set Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e224 ">AI Accelerator User AND Einstein for Financial Services</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d5113e227 ">To create and configure Tableau Next app</td>

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

## 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.

#### See Also

- [_Salesforce Help:_Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)