Add the Commission Estimator Component to Record Details Pages

Add the Component to a Page

1. Log in to Salesforce as an admin.
2. Navigate to a quote or opportunity, click Setup, and select Edit Page.
   
3. From the Components tab in Lightning App Builder, find the userCommissions component.
   
4. Drag the userCommissions component to the right column of the page.
   • In the Quote details page, add the userCommissions component above the Activity component.
   • In the Opportunity details page, add the userCommissions component above the Related component.
   

Configure the userCommissions Component

1. With the component selected, go to Set Component Visibility and click Add Filter.
   
2. Enter these values.

   Filter Type	Advanced
   Field	Permissions | Custom Permission | SpiffCE.Get_Commission
   Operator	Equals
   Value	True

3. Click Done.
4. Confirm that the orange eye icon, which indicates an applied filter, appears on the userCommissions component.
   
5. Save your changes.

Activate and Verify the Page

Activate the page for the users, profiles, and apps as the org default. You can also activate the page for a phone, a desktop app, or both. Then, verify that the page is created in Lightning App Builder.

1. Activate the page.
   1. Navigate to a quote or opportunity, click Setup, and select Edit Page.
   2. Click Activation.
   3. In the Activation window, click Assign as Org Default.
      
   4. In Assign form factor, select Desktop and Phone, and click Next.
   5. Save your changes.
2. Verify the page.
   1. From Setup, in the Quick Find box, enter User Interface, and then select Lightning App Builder.
   2. Select any standard or custom Quote or Opportunity record details page where you want to show the commission for a sales user.
   3. Click Edit and check that you see the Commission Estimator component.