---
schema_version: "1"
id: 146b4c68857955a7b32b34c5f673eec820ca4c2b6e1ea3e5fee562664c33dfa1
title: Set Up Account Summary 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_setup_insights_account_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_setup_insights_account_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4676c2b9ff746aaca532cd38ccd206c895e3c8a04ae232de97130e1988ce598f
description: Add custom fields to the Account object to store collections summary of all the collection plans associated with an account. Clone and customize the predefined Data Processing Engine definition to compute the aggregated summary of specific collection plan fields. Clone and customize the prebuilt Flexcard to show the aggregated collections summary. Customize the Lightning pages to view the Collections Summary, and all the collection plans linked to an account.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Account Summary for Collections and Recovery

Add custom fields to the Account object to store collections summary of all the collection plans associated with an account. Clone and customize the predefined Data Processing Engine definition to compute the aggregated summary of specific collection plan fields. Clone and customize the prebuilt Flexcard to show the aggregated collections summary. Customize the Lightning pages to view the Collections Summary, and all the collection plans linked to an account.

### 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>

- **[Create Custom Account Fields for Collections Summary](https://help.salesforce.com/s/articleView?id=ind.collections_create_custom_fields_account.htm&release=264.0.0&type=5)**  
    Add custom fields to the Account object to store aggregated collections data, such as total initial due amount, total current total due amount, total payments received, and average days past due. Set field-level security to these fields.
- **[Clone and Customize the Predefined Data Processing Engine Definition for Collections Summary](https://help.salesforce.com/s/articleView?id=ind.collections_clone_dpe_account_summary.htm&release=264.0.0&type=5)**  
    Clone and customize the predefined Data Processing Engine definition. This definition is designed to compute the aggregated summary of specific collection plan fields, such as the initial amount due, current amount due, payments received, and the average days past due for all collection plans linked to an account.
- **[Clone and Customize Prebuilt Flexcard for Collections Summary](https://help.salesforce.com/s/articleView?id=ind.collections_clone_customize_flexcard_collections_summary.htm&release=264.0.0&type=5)**  
    Clone the prebuilt flexcard, ShowCollectionsSummaryForAccount. Link the Data Processing Engine definition that you cloned and customized earlier.
- **[Customize Lightning Pages to View Collections Summary and Linked Collection Plans](https://help.salesforce.com/s/articleView?id=ind.collections_customize_account_page.htm&release=264.0.0&type=5)**  
    To show the key collections metrics, such as average days past due, total initial due amount, total current due amount, and total payments received of all the collection plans linked to an account, add the ShowCollectionsSummaryForAccount Flexcard to an account record page. To view all the collection plans linked to an account, add the Dynamic Related List–Single component to an account record page.