How to Set Form Allocations

Setting your form's Allocation information is important as it determines how donations processed through the form are to be allocated in your Salesforce org. The form is unable to process submissions until you specify allocation information.

To make it easy for you to remember to set your form's allocation information, Form Designer displays a warning message alerting you when the allocation has not been set on the form and also tells you where you need to go to set it. 

1) To set your allocation information, you can either click on the alert message or you can go to Settings from the top menu and click on Allocations. Both methods will open the allocation window.

2) Click on Add Allocation.

3) Select the Appeal and Fund you would like donations to go to and specify the percentage of the donation you would like allocated. The total percentage must be 100%. Then click on Apply Changes.

If you would like to split the allocations, you can add additional allocation rows by clicking on Add Allocation. Then specify the Appeal, Fund and allocation percentage for each (see example below).The total percentage must be 100%. Click on Apply Changes when you are finished.

You can always update the allocation information on the form when needed. Changing the allocation information on a form only affects new allocations and will not affect allocations previously created.

If you are updating an existing form's Allocation settings (Appeals/Funds) for donations going forward you will need to Save and Publish your form. This will ensure latest changes will be live for any donor accessing the form from now on.