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How to Set Up Benefit Allocation on a Product

Before you can add beneficiaries, configure the Product so it grants benefit allocations when purchased.
1

Open the product

Click the App Launcher (the grid of nine dots in the top-left corner) and type Products, then open the Product record you want to configure.
The App Launcher search showing the Products result

Searching for Products in the App Launcher

2

Set Maximum Allocations

Set the Maximum Allocations field (Maximum_Allocations__c). This value defines how many beneficiaries a purchase of this Product grants. The Product’s Maximum Allocations is the template value; the limit is enforced on the Purchase Activity, which has its own Maximum_Allocations__c field copied from the Product at purchase time.
3

Decide whether freed-up slots can be reused

The Restore Allocation to Purchase Activity checkbox (Restore_Allocation_to_Purchase_Activity__c) on the Product controls whether a slot can be reused when a beneficiary’s allocation ends. It is checked by default.
  • When checked, an expired or ended allocation stops counting toward the active beneficiary count, which frees the slot for a new beneficiary.
  • When unchecked, the slot is permanently consumed and cannot be reused.
Maximum Allocations is a static cap that is never decremented. When an allocation ends, the number that changes is the count of Active Beneficiaries (Active_Beneficiaries__c) on the Purchase Activity, which in turn drives the Has Available Allocations formula (Has_Available_Allocations__c).
A Product record showing the Maximum Allocations field and the Restore Allocation to Purchase Activity checkbox

The Maximum Allocations and Restore Allocation fields on a Product

Once the Product is configured, you can create Benefit Allocations against a Purchase Activity for that Product.

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Limitations and Common Pitfalls

  • Maximum Allocations is a static cap. It is never decremented; when an allocation ends, the count that changes is Active Beneficiaries (Active_Beneficiaries__c) on the Purchase Activity.
  • With Restore off, slots are permanent. If Restore Allocation to Purchase Activity (Restore_Allocation_to_Purchase_Activity__c) is unchecked, an ended or expired allocation keeps consuming its slot for good.