Collections and Financial Recovery
From default prevention to payment collection - optimise your collections processes and increase financial recovery.
First, discover Collections and Financial Recovery.
Collections and Financial Recovery is now included in all Financial Services Cloud Advanced and Max SKUs. It comes with one time per org seed credits, additional collection credits are available for purchase.
Collections and Financial Recovery
Simplify your collections process & boost financial recovery.
Included with all FSC Advanced and Max SKUs
- AI-powered delinquency prediction to prioritise collections outreach
- Agentforce collections agent automates Promise-to-Pay workflows
- Built-in Salesforce PayNow for seamless payment collection
The licence comes with one time per org seed credits, additional collection credits are available for purchase.
Additional Collections Credits are available as add-ons. Contact a sales representative for detailed pricing information.
*requires additional licence or add-on.
Next, choose the Success Plan that’s right for you
From resources to embedded experts, get the right level of support and expert guidance for your business.
Premier Success Plan
Fast-track your success now with easy and expert guidance.
Included in all licences
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
Signature Success Plan
Maximise ROI with proactive, personalised expertise.
Contact your account executive
- Designated technical account manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Extend the power of Collections and Financial Recovery with these related apps and add-ons.
Additional Collections Credits
$1,000 USD per 1,000 collections credits
Purchase additional collections credits to handle more cases.
Digital Origination
From point of sale to origination - simplify Lending on a flexible, customer centred platform
Marketing Cloud Growth Starter
$25/user/month
Get started with the #1 CRM for SMB marketers & see results from day one.
Agentforce for Financial Services
from
$
150
Supercharge productivity with powerful AI capabilities, purpose-built for Financial Services Cloud.
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Collections and Financial Recovery FAQs
It's an AI-powered CRM solution built on Salesforce for managing the entire collections process, from predicting which accounts might become delinquent to managing late-stage legal handovers. It unifies all your data and workflows onto a single platform.
Collections specialists get the Collections Agent Console, a unified screen showing a 360-degree view of the borrower, their debts, and all past interactions. They are also assisted by AI that provides real-time talking points, automates tasks, and helps prioritise which cases to work on first based on the likelihood of recovery.
Using Einstein Delinquency Prediction, the system analyses customer data to identify accounts at high risk of missing a payment. This allows you to perform proactive outreach with preventative solutions, like offering a payment holiday, to keep the account in good standing.
Yes. It includes Flexible Repayment Modelling tools that allow agents to create and compare different “what-if” scenarios for borrowers, such as restructuring payments into 6, 12, or 18 month instalments. This turns the conversation into a collaborative problem-solving session.
Agents can generate and send a secure Instant Payment Link during any interaction (call, text, email), which takes the borrower to a branded, mobile-friendly page to pay immediately. The platform also has a Promise to Pay feature to formally track and send reminders for future payment commitments.
Yes. The platform is designed to be extensible and offers low-code tools and pre-built integrations to connect with legacy and third-party systems, ensuring your teams have a complete and holistic view of the borrower.
Collections and Financial Recovery is included in all FSC Advanced and higher SKUs. A certain amount of monthly collections credits per user are included and additional collections credits are available for purchase. Please talk to account manager for more information.
All collection credits, whether from your monthly plan or a bulk purchase, are aggregated at the organisational level. They are maintained in a central pool that can be drawn from by any authorised user in your Salesforce org. This ensures you get maximum value and flexibility without worrying about individual user limits.
A Collection Credit is consumed the moment you enrol a delinquent account into a managed Collection Plan to begin the active recovery process. This is a 1:1 mapping: one plan for one account uses one credit. Simply viewing reports or flagging an account as overdue does not consume a credit; only initiating the plan does.
For advanced features like automated outreach, you’ll need a Marketing Cloud Growth licence. Delinquency prediction and case scoring require the FSC Service Max edition. Enabling instant payment links involves a separate payment gateway integration, which also has associated costs. For additional questions on pricing, reach out to your sales representative at to discuss options.
We know things don't always go according to plan and we're here and will try our best to support. Keep in touch to a sales representative at 1800 667 638 to discuss options.
The Financial Services Cloud licence in Digital Origination is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licences your organisation has. Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.