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            Create a Payout Rule from a Payout Amount Field

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            Create a Payout Rule from a Payout Amount Field

            Create a payout rule from a datasheet or worksheet field, which automatically assigns that field as the payout amount simultaneously.

            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 a payout rule:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. From a datasheet or worksheet, select the field you want to use as the payout amount for your new payout rule.
            2. In the right panel, click Create Payout Rule.
            3. Name the payout rule, select the plan it belongs to, and set other options as needed.
            4. Click Create.

            The new rule appears in the payout rules of the assigned plan.

             
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