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            Filter Opportunities in the Salesforce Spiff Commission Estimator for Quotes

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            Filter Opportunities in the Salesforce Spiff Commission Estimator for Quotes

            By default, the Salesforce Spiff Commission Estimator returns all opportunities except Closed Won Closed Lost opportunities. Customize the estimator to filter opportunities by other status values.

            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 edit Salesforce custom settings: (Salesforce) Customize Application
            1. Log in to Salesforce as an admin with the Spiff Commission Admin permission set.
            2. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            3. For Commission App Settings, click Manage.
            4. Click Edit.
            5. For Restrict Commission Fetch on Opportunity, enter the comma-separated opportunity stages that you want to exclude from the Spiff Commission Estimator return data.
              The default values are Closed Won and Closed Lost.
            6. Save your changes.
             
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