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            Include Lists and Arrays in Payout Rules

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            Include Lists and Arrays in Payout Rules

            You can use list and array functions when creating payout rules in many scenarios.

            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

            Count the Number of Users on a Team

            In this scenario, the payout rule counts how many members are in a team. Use the members() function to return a list of all members for a specified team and use the count() function to count the members.

            1. Create a datasheet field named NumberOfTeamMembers, and add the members() function to it.
              Because you're counting the number of members, you don’t need data for specific user attributes, so you can use the list output of the function.
              =members("AE - North America")
            2. Add the count() function. 
              =count(members("AE - North America"))
              Count function for the number of members in a team

            You can include this datasheet field in other calculations, showit on your rep statements, or keep it in the Payout Rule for admins to see as reference.

            Sum Quotas for Members of a Team

            In this scenario, the team lead’s quota is the sum of the quotas for all of their team members. Use the members() function to return a list of all members for a specified team, use the quotas() function to return the quotas of the members, and then sum the quotas for all members.

            1. Create a worksheet calculation TeamMembersQuotaSum, and add the members() function to it.
              Use a worksheet calculation because you're totaling team member quotas, but not calculating each deal.
              =members("AE - North America")
            2. Add the quotas() function.
              The first argument is a user or a list of users that the members() function returned. The second argument is the quota name. Then add a date range, such as the current statement period.
              =quotas(members("AE - North America", "QuaterlyQuota", statement_period_start_date, astatement_period_end_date)

              The quotas() function returns a list of Quota objects.

            3. Add the tranform_list() function, which transforms the list into an array that shows only one specific attribute, quota amount, from each record in the list. 
              =transform_list(quotas(members("AE - North America", "QuaterlyQuota", statement_period_start_date, astatement_period_end_date), amount)
            4. Enclose the entire formula with the sum() function and update the Display Format to Currency. 
              =sum(transform_list(quotas(members("AE - North America", "QuaterlyQuota", statement_period_start_date, astatement_period_end_date), amount))
              Sum quotas in a team

            Identify the Products in One Deal

            In this scenario, the payout rule identifies the different products included in each deal. Use a one-to-many relationship between the Opportunity object and the Opportunity Product object. The Opportunity object is like a list of all your deals, and the Opportunity Product object is like a list of every product sold with each deal. To connect these objects, match the OpportunityId on the Opportunity object with the OpportunityId on the Opportunity Product object.

            1. Create a one-to-many relationship OpportunityToOpportunityProducts between an Opportunity object and an Opportunity Product object.
              Opportunity to Opportunity Products relationship
            2. Create a datasheet field named ProductsOnDeals and add the relationship to the formula.

              This field returns a list with the label SyncedRecord for every opportunity product record that's returned for each deal.

            3. Add the transform_list() function, which transforms the list into an array and shows the name of each product included in a deal. 
              =transform_list(OpportunityToOpportunityProducts, Name)
              Array for multiple products in one deal

              Some rows in the array return empty brackets, which means thatno products are included in the deal.

            Combine Members of Two Teams

            In this scenario, two teams have the same team lead and the payout rule builds a list of all members under the team lead. Turn an array of team members from a single team into a comma-separated string, combine the string with other comma-separated strings of user names, and turn the string back into an array.

            1. Convert your lists into comma-separated strings. 
              AE_EMEA = transform_list(users_in_team(team("AE-EMEA"),statement_period_start_date, astatement_period_end_date), concat([name,","]))
AE_NA = transform_list(users_in_team(team("AE-NorthAmerica"),statement_period_start_date, astatement_period_end_date), concat([name,","]))
            2. Add the concat() function, which combines the comma-separated strings of the two calculations.
              Tip
              Tip You can see the entire comma-separated list when hovering over the worksheet cell.
              AE_Team_Members = concat([AE_EMEA,AE_NA])
            3. Add the text_to_list() function, which transforms the comma-separated string into an array, All_AETeam_Members. 
              All_AETeam_Members = text_to_list(AE_Team_Members,",")
              Array of combined members of teams

            See Also

             
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