Get Ready to Enable Opportunity Splits

Before enabling opportunity splits check for mass operations in progress, inactive currencies, and automated process users related to opportunities.

1. Check for mass operations in progress, and make sure that all mass operations are finished. While splits are being enabled, a script temporarily disables validation rules, Apex triggers, and workflows for opportunity team records; mass reassignment of opportunity team members; and mass transfer of accounts and opportunities.
   If you enable opportunity splits while you’re running a mass operation, such as Mass Transfer or Mass Reassign Team Member, enablement of splits can fail.
2. Resolve inactive currencies. If inactive currencies were active in the past, those currencies are probably still used on some opportunity records. When inactive currency is used on opportunities, the splits enablement process fails. To prevent failure, do one of the following.
   While splits enablement is in progress, temporarily make inactive currencies active. Delete the opportunities with the inactive currency. This solution works best when you have only a few opportunities with an inactive currency that you don’t need for reporting or historical purposes.
3. Handle automated process users related to opportunities. Opportunities owned by users created during automatic processes such as Apex triggers, workflows, and Marketing Account Engagement integration block opportunity splits enablement.
   To prevent the process from failing, transfer ownership of their opportunities to active users. Also, if you have few process users and you don’t need their opportunities for reporting or historical purposes, delete all of their opportunities.
4. Consider enabling opportunity splits at the end of the workday so that the process runs overnight.
   The process sets up a split on every opportunity, and, depending on the number of opportunity records, it can take several hours. You can still work with Salesforce while the process is ongoing.