---
schema_version: "1"
id: e359b5c54b52451f77e06ada752fd727d3cbd09498a67567783023cdfdce222c
title: Set Up an Actionable Event Orchestration 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_set_up_actionable_event_orchestration.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_set_up_actionable_event_orchestration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cc5953f2ee541af3a0f289a287ee1b09b4017bec74c3612ded18fb0990b34cbd
description: Design an orchestration process that determines and updates collection plan segments for collection plan records in bulk. Help collections managers create tailored collection strategies, mitigate credit risk, and prioritize collection efforts according to different segments.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up an Actionable Event Orchestration for Collections and Recovery

Design an orchestration process that determines and updates collection plan segments for collection plan records in bulk. Help collections managers create tailored collection strategies, mitigate credit risk, and prioritize collection efforts according to different segments.

### 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>

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15330e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15330e68 ">To create an actionable event orchestration:</td>



            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15330e68 ">
              <p>Actionable Event Orchestration Designer</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Actionable Event Orchestration Runtime</p>
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1. From the App Launcher, find and select **Business Rules Engine**.
2. From the app navigation menu, select **Actionable Event Orchestrations**.
3. Click **New**.
4. Specify the orchestration details.
    1. Provide a name.
    2. For actionable event type, find and select **New Actionable Event Type**. Specify an event type name and save the name.
    3. For actionable event subtype, select **New Actionable Event Subtype**. Specify a name for the subtype, and find and select the actionable event type that you created in the earlier step.
    4. Select **Collection Plan** as the usage type.
    5. Select **ExpressionSet-Based** as the execution procedure type.
    6. Select the event orchestration procedure that you cloned and customized earlier. See [Clone and Customize the Prebuilt Expression Set Template for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_customize_actionable_event_orchestration_procedure.htm&language=en_US).
    7. Select the context definition that you cloned and customized earlier. See [Clone and Customize the Prebuilt Context Definition for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_customize_context_definition_for_segment.htm&language=en_US).
    8. Select the context mapping that you created earlier. See [Clone and Customize the Prebuilt Context Definition for Collections](https://help.salesforce.com/s/articleView?id=ind.collections_customize_context_definition_for_segment.htm&language=en_US).
    9. Select **Active**.
5. Save your changes.