---
schema_version: "1"
id: 5ee377ac08493f94197936b8dfad2cae464abcb4655b9d811dfb0df71273a07c
title: Set Up Collection Campaigns
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_set_up_campaigns.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_set_up_campaigns.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 544530d12a5baa548f5249669c26f597a6fbc25f7822c80ea83b2caae5f467c6
description: Create data streams, identity resolution rulesets, data graphs, and segments by using the Collections Data Kit so that collections managers can easily use collections data to create and manage collection campaigns, track the campaign's performance, and notify customers of their payment status.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Collection Campaigns

Create data streams, identity resolution rulesets, data graphs, and segments by using the Collections Data Kit so that collections managers can easily use collections data to create and manage collection campaigns, track the campaign's performance, and notify customers of their payment status.

### 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="d7962e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7962e68 ">To create data streams, identity resolution rulesets, data graphs, and
              segments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7962e68 ">Data Cloud Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7962e68 ">To create and manage collection campaigns:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7962e68 ">
              <p>Data Cloud Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Marketing Cloud Admin</p>
            </td>

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

1. [Assign the required permissions, access the setup assistant, and enable Marketing Cloud](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_overview.htm&language=en_US).
2. Create a data stream by using Collections Bundle.
    1. From the App Launcher, find and select **Data Cloud**.
    2. On the Data Streams tab, click **New**.
    3. Select **Salesforce CRM** as the connected source, and click **Next**.
    4. In the Standard Data Bundles section, select **Collections Bundle**.
    5. Review the data fields, and click **Next**.
    6. Click **Deploy**.
3. Create an identity resolution ruleset by using the Collections Data Kit.
    1. From the App Launcher, find and select **Data Cloud**.
    2. On the Identity Resolutions tab, click **New**.
    3. Select **Install from Datakits**, and click **Next**.
    4. Select **Collection Identity Resolution Ruleset**, and click **Next**.
    5. Enter a ruleset name, and save the changes.
4. Create a data graph by using the Collections Data Kit.
    1. From the App Launcher, find and select **Data Cloud**.
    2. On the Data Graphs tab, click **New**.
    3. Select **Use a Data Kit**, and click **Next**.
    4. Select **Collections Email Data Graph**, and click **Next**.
    5. Review the details, and click **Save and Build**.
5. Create a segment by using the prebuilt segment template that's shipped with the Collections Data Kit.
    
    1. From the App Launcher, find and select **Data Cloud**.
    2. On the Segments tab, click **New**.
    3. Select **DataKit Segment**, and click **Next**.
    4. Select **Early Stage Collections Sample**, and click **Next**.
    5. Select the publish type and publish schedule, and save the changes.
    
    After you create the data stream, identity resolution ruleset, data graph, and a segment, collections managers can readily use collections data to create Collections campaigns.
6. [Create a collections campaign](https://help.salesforce.com/s/articleView?id=sales.campaigns_edit.htm&language=en_US), and get started with the collections activities.