You are here:
Calculate Joint Commissions with Opportunity Splits in Salesforce Spiff
When multiple people contribute to closing a deal, opportunity splits help make sure that each person receives credit. In Salesforce Spiff, you can set up commission calculations based on opportunity splits synced from Salesforce. A deal can have multiple splits, and a split type can be revenue, overlay, or a custom type.
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 commission calculations: | A Spiff user role with this permission turned on. Designer Configuration: Manage |
For example, Rep A and B help close a deal. Rep A receives a 50% revenue split and 20% overlay, and Rep B receives a 50% revenue split.
To use opportunity splits in Spiff, sync these Salesforce objects.
- Opportunity, for deals
- Opportunity Split, for a many-to-one relationship with Opportunity
- Opportunity Split Type, for a many-to-one relationship with Opportunity Split
- Opportunity Team, which can be required for some split types
Spiff creates a split record for each owner and type combination, and adds values for these fields.
- Split owner ID
- Percentage
- Split amount
- Split type as an ID
The synced objects and fields have text labels in Salesforce, but Spiff shows an ID against the split record.
- Sync required Salesforce objects.
-
Create a one-to-many relationship for the Spiff Deal object to the Opportunity Split object, such as DealToSplits.
See Set Up a Data Relationship in Salesforce Spiff. Select these values for the relationship.
Source connector, object, and field Select the Salesforce connector, the Deal object, and the Opportunity ID field. Type Select Has Many. Target connector, object, and field Select the Salesforce connector, the Opportunity Split object, and the Opportunity ID field. -
Create or update a data filter for the split records.
For example, create a BySplitRep filter that returns all records where the rep has a split.
DealToSplits.SplitOwnerId = rep.Id -
Add the splits in your commission calculations.
For example, create a SplitPercentage calculation.
=sumif(DealToSplits, SplitOwnerId = rep.Id, SplitPercentage) / 100Reference this calculation in an ARRValue formula.
=ARR * SplitPercentageAnd finally calculate the commission amount by multiplying the ARRValue by the commission rate.
=ARRValue * CommissionRateIf the ARR is $100 and there aren't any split records, the ARR Value calculation is
100 * 100%. If there's a 50% split, the same calculation results in100 * 50%.
