Composite Collection Plan Creation (POST)

Create one or more collection plans, each with its collection plan items, in a single request.

This API creates each collection plan in the request together with its nested collection plan items. Each collection plan runs independently, so the request can partially succeed across plans. Within a single collection plan, if any of its collection plan items fail to create, the parent collection plan is rolled back. The response returns a result for each collection plan in the request that indicates whether the collection plan was created successfully and includes any errors.

A request can include up to 200 collection plans, and each collection plan can include up to 200 collection plan items.

Set up collections and enable invoicing in your org.

1/connect/collections/composite-collection-plan

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/collections/composite-collection-plan

68.0

POST

JSON Example

1{
2  "collectionPlans": [
3    {
4      "accountId": "001xx000003DGXYA2",
5      "contactId": "003xx000004TXYZA1",
6      "initialDueAmount": 7500.00,
7      "collectionPlanSegment": "High Risk",
8      "dueDate": "2026-06-15",
9      "collectionPlanReasonId": "0cR000000000001",
10      "usageType": "Billing",
11      "overdueRiskIndicator": "High",
12      "collectionPlanItems": [
13        {
14          "invoiceId": "inv000000000001"
15        },
16        {
17          "invoiceId": "inv000000000002"
18        }
19      ]
20    }
21  ]
22}

Properties

Composite Collection Plan

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Revenue Management Settings

Revenue Management Deployment

Product Catalog Management

Salesforce Pricing

Rate Management

Product Configurator

Transaction Management

Advanced Approvals

Dynamic Revenue Orchestrator

Usage Management

Billing

Billing Standard Objects

Billing Fields on Standard Objects

Salesforce Payments Objects in Billing

Billing Platform Events

Billing Standard Invocable Actions

Billing Business APIs

Billing Business API Limits

Resources

Sequence Gap Reconciliation (POST)

Sequence Assignment (POST)

Batch Invoices Document Generation (POST)

Batch Invoices Document Generation Retry (POST)

Batch Invoices Draft to Posted Status (POST)

Batch Invoice Scheduler (POST, PUT)

Batch Payment Scheduler (POST)

Billing Arrangement (GET)

Billing Schedule Recovery List (POST)

Composite Collection Plan Creation (POST)

Create Billing Schedules for Orders (POST)

Create Sequence Policy (POST)

Create Standalone Billing Schedules (POST)

Create and Apply Credit Memo (POST)

Apply Credit Memo (POST)

Unapply Credit Memo (POST)

Apply Credit Memo Line (POST)

Unapply Credit Memo Line (POST)

Generate On-Demand Invoice Document (POST)

Generate Account Statement (POST)

Invoice Creation (POST)

Invoice Draft to Posted Status (POST)

Invoice Ingestion (POST)

Invoice Estimated Tax Calculation (POST)

Invoice Preview (POST)

Invoice Run Recovery (POST)

Negative Invoice Lines to Credit Conversion (POST)

Payment Line Apply (POST)

Payment Line Unapply (POST)

Payment Scheduler Update (PATCH)

Post a Draft Memo (POST)

Rules Application (POST)

Posted Invoice List Write-Off (POST)

Void a Posted Invoice (POST)

Refund Line Apply (POST)

Send Emails for Posted Invoices (POST)

Resume Billing (POST)

Suspend Billing (POST)

Standalone Credit Memo (POST)

Billing Checkout (POST)

Tax Calculation (POST)

Update Sequence Policy (PATCH)

Void Posted Credit Memo (POST)

Refund Credit Memo (POST)

Request Bodies

Response Bodies

Billing Apex Reference

Billing Metadata API Types

Revenue Management Associated Objects

Previous Versions