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Add Custom Actions for the Salesforce Spiff Commission Estimator
Add a picklist value, Estimate Commission, in the Custom Action object so reps can trigger the Salesforce Spiff Commission Estimator. Then, create a custom action for adding the Salesforce Spiff commission estimation button to the Spiff_Commission_Page Visualforce page.
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 |
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Add the picklist value to the Custom Action object.
- From the Object Manager in Setup, select the Custom Action object.
- Select Fields & Relationships, and then select Label.
- Scroll to the Label Picklist Values section and click New.
- Add the value Estimate Commission and save your changes.
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Create the custom action.
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In Salesforce, go to the user menu and copy your org's domain name.
- From the App Launcher, go to Custom Actions.
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In the Custom Actions page, click New and enter these values.
- For Name, enter Spiff Commission Action.
- For Display Order, enter 914.
- For Type, select Button.
- For Conditions Met, select All.
- For Active, select True.
- For URL Target, select Popup.
- For URL, enter https://domain/apex/Spiff_Commission_Page?id={!SBQQ__Quote__c.Id} where domain is the domain name you copied.
- For Page, select Quote Line Editor.
- For Location, select Quote.
- For Label, enter Estimate Commission.
- Enter any description.
If the Conditions Met field isn't available, add it to the Custom Actions page layout. See Page Layouts.
- Save your changes.
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In Salesforce, go to the user menu and copy your org's domain name.
See Also
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