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Sales Performance Management
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            Dot Syntax in Salesforce Spiff Formulas

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            Dot Syntax in Salesforce Spiff Formulas

            Functions and formulas in Salesforce Spiff use dot syntax for efficiently referencing fields, relationships, Team object details, and data from multiple records.

            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

            For example, a worksheet calculation named LargestDealInPeriod has this formula for returning the largest deal record within a specific period.

            =choose(1, sort(ClosedInPeriod, DealAmount, -1))

            The ClosedInPeriod data filter returns all deals closed in the period, and the sort() function arranges the list of deals by DealAmount, from highest to lowest. The choose() function selects the first record.

            This calculation doesn't show anything in the worksheet because it returns a record, not a value. The referenced record contains multiple fields with different values. Reference a specific field's value with dot syntax.

            • To show the close date of the largest deal, use =HighestDealInPeriod.CloseDate.
            • To show the amount of the largest deal, use =HighestDealInPeriod.DealAmount.
            • To show the owner of the largest deal, use =HighestDealInPeriod.OwnerName.

            See Also

             
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