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            Create a Double Filter in Salesforce Spiff

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            Create a Double Filter in Salesforce Spiff

            When you’re creating a data filter, there are limitations on how much you can manipulate the data. In these cases, use double filtering. For example, calculated fields aren’t supported in filters, but you can still use a calculated field in a filter by combining the filter() function, a summary calculation, and the contains() function.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To create a double filter:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage

            In this example, you want to support reps for multi-year deals by paying a secondary commission one year from the close date.

            1. Create a filter, ClosedWonByRepMultiYear, that returns all Closed Won deals longer than 12 months and the reps to pay.
              This filter returns opportunities with close dates from multiple periods.
              ClosedWon AND ByRep AND Contract_Length_Months > 12
            2. Create a calculated field and summary calculation to return opportunities with a close date of one year ago.
              1. Create a calculated field, CloseDatePlusOneYear, on Opportunities that returns the date 12 months from the close date. 
                =months_ago(CloseDate, -12)
              2. Create a summary calculation, MultiYear1YearLater, that references the calculated field in a filter() function. 
                =filter(ClosedWonByRepMultiYear, date_between?(CloseDatePlusOneYear, BeginningOfPeriod, EndOfPeriod))
            3. Create a summary calculation, MultiYear1YearLaterIDs, that uses the transform_list() function to transform the returned opportunities into a list of opportunity IDs. 
              =transform_list(MultiYear1YearLater, Id)
              Tip
              Tip Turn off trace for this calculation.
            4. Create another filter, ClosedWonByRepOneYearLater, that uses the contains() function to return only opportunities with IDs that match opportunities returned by the MultiYear1YearLaterIDs summary calculation. 
              =contains(MultiYear1YearLaterIDs, Id)
            5. Add this filter to a payout rule.

            Use double filters in the same way you use standard data filters.

            See Also

             
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