Managing Allocation Roles in Salesforce
This document explains what an Allocation Role is, how to create a new record in Salesforce, and how to
submit it for approval.
A new approval process for allocation roles will go live in Salesforce starting Wednesday, April 2, 2025. This update streamlines the process of assigning Budget Holder and Budget Viewer roles by automating approvals and eliminating the need to request role activation via email.
What This Means for You
• When you assign a new Budget Holder or Budget Viewer role to an Allocation, an approval request will be automatically submitted.
• The request will be sent directly to the designated approver (Country Director for country office allocations, Department Lead for department-related allocations).
• Once approved, the role will be activated without the need for further action from GFM.
What You Need to Do
Please review the attached step-by-step guide for instructions on creating Allocation Roles and submitting approval requests in Salesforce.
This update will improve efficiency and provide faster access to allocation information in Power BI and ProcessMaker. If you have any questions, feel free to reach out!