function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Jamal ArogundadeJamal Arogundade 

I would like to create an allocation record for when opportunities = 'pledged'

ShirishaShirisha (Salesforce Developers) 
Hi Jamal,

Greetings!

We need to create the Pledge plan and whenever the stage is updated to the Closed Won then only the installment and Allocation records get created.

Please check the below blog for more information:

https://support.causeview.com/hc/en-us/articles/360024633471-Causeview-Advancement-Pledge-Manager-How-to-Create-a-Pledge-Opportunity-Pledge-Plan

Kindly mark it as best answer if it helps so that it can help others in the future.

Warm Regards,
Shirisha Pathuri