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            Assign a Payout Amount to a Payout Rule

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            Assign a Payout Amount to a Payout Rule

            The calculations for a payout rule come from a datasheet or worksheet, depending on the requirements of the rule.

            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 a payout rule:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage

            In a datasheet, you can select a data filter and create line-by-line calculations. Create datasheets at the top level or within a plan or folder. To create a datasheet within a specific location, click the three dots on the left panel and select New Datasheet.

            1. From a commission plan in Designer, click Payout Amount on the payout rule.
            2. Review and select the corresponding datasheet or worksheet and the payout amount calculation.

            See Also

             
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