---
schema_version: "1"
id: 0c1a59db2ab9b9ce9f2f880c6419390a4d1a135806eea058681b6e3dd9fd6984
title: Manage Your Collection Activities from the Collections and Recovery Experience Cloud Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_work_with_experience_cloud_site.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_work_with_experience_cloud_site.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 01818d33ba7784b27d8983f60c5dd0014c9a68e047d2b18b081a3719e961d7fb
description: Collections specialists from third-party agencies can use the dedicated portal created for managing collection and recovery activities. You can view real-time collection data by accessing collection plans and related records, and cases.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Manage Your Collection Activities from the Collections and Recovery Experience Cloud Site

Collections specialists from third-party agencies can use the dedicated portal created for managing collection and recovery activities. You can view real-time collection data by accessing collection plans and related records, and cases.

### 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="d13365e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13365e68 ">To access the Experience Cloud site and perform collection-related operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13365e68 ">The permission set that your admin clones from the Collections and Recovery for
              Experience Cloud permission set</td>

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

1. Log in to the Collection and Recovery portal created by your admin.
2. On the Home tab, review the performance summary of the collection activities, the list of recently viewed collection plans, and the list of assigned cases.
3. Create a promise to pay agreement.
    1. On the **Collection Plans** tab, open a collection plan record.
    2. On the collection plan record details page, from the Action Launcher, click **Create Promise to Pay**.
    3. Specify the repayment details, view the summary of the promise to pay details, and click **Finish**.
        
        A payment schedule and individual payment schedule items are created according to the customer’s installment preference. You can view the details on the Promise to Pay tab on the collection plan record details page.
4. Create a case for a collection plan.
    1. On the **Collection Plans** tab, open a collection plan record.
    2. On the collection plan record details page, click the **Create Case** quick action.
    3. Enter the case details, and save your changes.
5. Create a customer visit record.
    1. On the **Visits** tab, click **New**.
    2. Enter the visit details, and save your changes.