---
schema_version: "1"
id: 58292e3bacdbfa5e7df6a19e5029956451e5ae8002d2c7183f464efd8a9dc29b
title: View a Collection Plan Record Details Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_view_borrower_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_view_borrower_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cae5b3b04f3387681ed86018dbf41568d0c54849a712b9a95b1686b948b650b3
description: As a collections specialist, view all the essential information related to a collection plan on a collection plan record details page, in the Collections console app. Get a comprehensive view of a collection plan record details to make informed decisions on each account and prioritize the collection efforts accordingly.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# View a Collection Plan Record Details Page

As a collections specialist, view all the essential information related to a collection plan on a collection plan record details page, in the Collections console app. Get a comprehensive view of a collection plan record details to make informed decisions on each account and prioritize the collection efforts accordingly.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d14462e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14462e68 ">To access Collections console app, and view the object record details page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14462e68 ">Collections and Recovery Specialist</td>

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On the home page, collections specialists can view:

- Performance summary of their collection activities
- List of collection plans assigned to them
- Actionable lists of collection plans assigned to them

Additionally, collections specialists can also view these details on a collection plan record details page.

- Associated account and contact details, collection plan summary, actions, loan and additional borrower details if any, promise to pay details, cashflow summary, collection plan items, history, and notes and attachments.
- Collection-related activities on the timeline to understand the context better and the chronological sequence of collections events
- The action launcher component to launch actions, such as Create Promise to Pay, Generate and Send Payment Link, and so on.

1. To view the collection plans assigned to the collections specialists, from the App Launcher, find and select **Collections**.
2. To view a collection plan record details page, from the collection plans section, click a collection plan.