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            Add a Custom Action Condition for the Salesforce Spiff Commission Estimator

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            Add a Custom Action Condition for the Salesforce Spiff Commission Estimator

            Create a custom action condition so that only authorized users can access the Salesforce Spiff Commission Estimator for quotes. First, create a custom field on the Quote object that specifies which user profiles can use the estimator. Then, add a picklist value for the custom field to the Custom Action Condition object and create the custom action condition.

            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 custom fields on a Salesforce object: (Salesforce) Customize Application
            1. Create a custom field on the Quote object.
              1. From the Object Manager in Setup, select the Quote object.
              2. Select Fields & Relationships.
              3. Click New.
              4. From the Data Type list, select Formula, and then click Next.
              5. Enter these details for the field, and then click Next.
                • For Field Label, enter Spiff Authorized Commission User.
                • For Field Name, enter Spiff_Authorized_Commission_User.
                • For Formula Return Type, select Checkbox.
              6. For the formula body, click Advanced Formula, enter this formula, and then click Next. 
                $Permission.SpiffCE__Get_Commission
              7. Select all user profiles that use with the Spiff Commission Estimator, and then click Next.
              8. Select the checkbox to add this field to the Quote page layout, and save your changes.
            2. Add a picklist value to the Custom Action Condition object.
              1. From the Object Manager in Setup, select the Custom Action Condition object.
              2. Select Fields & Relationships, and then select Field, which has the SBQQ__Field__c API name.
              3. Scroll to the Field Picklist Values section and click New.
              4. Add the value Spiff_Authorized_Commission_User, which is the API name of the custom formula field you added to the Quote object, and save your changes.
            3. Create the custom action condition that allows authorized users to access the Spiff Commission Estimator for quotes.
              1. Go the details page for the Spiff Commission Action custom action you created.
              2. Go to the Custom Action Conditions related list and click New.
              3. Enter these values for the custom action condition.
                • For Custom Action Condition name, enter Spiff Commission Action Condition.
                • For Target Object, select Quote.
                • For ParentConditionIsActive, select True.
                • For Operator, select Equals.
                • For Filter Value, select True.
                • For Field, enter the API name for the picklist value you added to the Custom Action Condition object, Spiff_Authorized_Commission_User__c.

                If any of these fields aren't available, add them to the Custom Action Conditions page layout. See Page Layouts.

              4. Save your changes.

            See Also

             
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