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How to Create a Benefit Allocation

1

Open the Purchase Activity

Navigate to the Purchase Activity record detail page.
  • In the Benefits section of the details, the Active Beneficiaries field (Active_Beneficiaries__c) shows how many beneficiaries are currently assigned.
  • The Maximum Allocations field (Maximum_Allocations__c) shows the maximum number of beneficiaries allowed on this Purchase Activity. This is the cap copied from the Product, and it is the limit enforced for this purchase.
The Benefits section of a Purchase Activity showing the Active Beneficiaries and Maximum Allocations fields

The Benefits section on a Purchase Activity

2

Click Add Benefit

At the top-right of the Purchase Activity record detail page, click Add Benefit.
The Add Benefit button at the top right of a Purchase Activity record

The Add Benefit action on a Purchase Activity

3

Define the individuals

Define the individuals who will receive the benefit, then click Next.
The Add Benefit dialog listing the individuals available to receive the benefit

Selecting the individuals to receive the benefit

The individuals shown in this section are only active Contacts within the Account who do not already have an active Benefit Allocation for the same Purchase Activity.
4

Set the start and end dates

Fill in the appropriate start and end date, then click Next. These set the Benefit_Start_Date__c and Benefit_End_Date__c fields on the new Benefit_Allocation__c record.
The Add Benefit dialog with the start and end date fields

Setting the benefit start and end dates

The start and end dates of the benefit must match the subscription start and end dates.
5

Confirm the Benefit Allocation

Your Benefit Allocation has been created. Click Close.
Confirmation that the Benefit Allocation has been created

The created Benefit Allocation

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Limitations and Common Pitfalls

  • You cannot exceed Maximum Allocations. Adding more beneficiaries than the Purchase Activity’s Maximum Allocations is blocked with a validation error.
  • Benefit dates must match the subscription. The benefit start and end dates must match the subscription’s start and end dates.
  • Only eligible Contacts appear. The selector shows only active Contacts on the Account that do not already have an active allocation for the same Purchase Activity.