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            How the Salesforce Spiff Commission Estimator Produces Estimates

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            How the Salesforce Spiff Commission Estimator Produces Estimates

            The Salesforce Spiff Commission Estimator sends data between Salesforce and Spiff. Understanding the overall communication process can help you set up and troubleshoot the integration between these systems.

            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
            Step What happens
            1 When a rep creates a quote and adds lines to the quote in Salesforce, the Spiff Commission Estimator checks for database changes made to Quote and Quote Line records. The estimator looks up all Quote and Quote Line field values that are used in Spiff to produce the estimate.
            2 The Spiff Commission Estimator assembles an estimate request and sends a POST request with the Spiff REST API.
            3

            Spiff validates the estimate request by checking for these values.

            • The request is authorized.
            • The company is configured in Spiff.
            • The user exists in Spiff.
            • The user has a statement in Spiff.
            • The request format is valid.
            • The request includes all required fields for the objects and dependencies involved.
            4 Spiff passes the validated request data synchronously to the commission engine to obtain an estimate.
            5 The commission engine passes the estimate through payout rules and produces a JSON response. The Spiff Commission Estimator parses the JSON and show an estimate to the rep. This action doesn't write data to the Spiff database.
             
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