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Rollup Filters in Salesforce Spiff
Give credit for closed deals to users who don't own the deal in Salesforce Spiff. For example, let managers receive credit for the deals closed by their team members. Or, a user on one team gets credit deals closed by another team. In Spiff, implement a rollup with a guided rollup, plan assignment custom field, or team function.
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 |
Guided Rollups
We recommend guided rollups, where you can create a team-based data filter for records owned by team members. The filters respect any team assignment effective dates. For example, if a rep is on the team in January but leaves at the end of the month, the rep's deals don’t appear in the filter for February.
Create guided rollups in three ways.
- By team lead, where dynamic filters give team leads credit for their team members. If a user doesn't belong to a team, this rollup doesn't return any records.
- Global or static rollup or shared rollup, where a rollup returns the same records regardless of context. For example, all users on a plan that have a shared rollup see the same records.
- By user, where you specify the teams for which specific users receive credit, and the results vary by user. For example, the same rollup returns results for Rep A on Team A as Rep B on Team B.
Plan Assignment Fields
If a guided rollup doesn't work for your requirements, you can make rollup fields available in the plan assignment table by turning on the Roll-Ups setting. To identify which teams a user receives credit for, add rollup fields to a user's plan assignment. This approach can use plan assignment dates to change rollup teams. And, this approach can give a user credit for a team they aren’t a manager or member of, because the team is manually specified on the plan assignment page.
Team Functions
If neither a guided rollup nor a plan assignment field work for your requirements, you can implement a rollup with team-related functions. The logic is similar to the plan assignment field approach, but the way that you select or reference the team object is different.
- Functions such as
manager_of()anddirect_manager_of()return teams for team leads. - Functions such as
member_of()anddirect_member_of()return teams that a user is a member of. - The
users_in_team()function converts the team object into a list of users. To specify certain periods, add date arguments. This function accepts only one team object at a time. - The
transform_list()function converts a list of users from theusers_in_team()into a list of IDs or names.
=(transform_list(users_in_team(TeamObject), Id))- Create a Rollup Filter of Team Members
With a rollup filter of users that belong to the same team in Salesforce Spiff, you can calculate the number of team members when a plan component requires splitting an element equally across the team members. Or, check how many team members achieve quota for a component of a manager plan. - Create a Rollup Filter of Team Deals
Manager commission plans in Salesforce Spiff often include rollups for business metrics such as revenue, gross profit, and number of deals closed. A manager can receive commission on the sum of the revenue closed by the team. Some companies refer to this kind of rollup as an override plan, where a manager receives an override on the performance of their team. - Create a Manager Rollup Filter for Opportunity Splits
Opportunity splits occur when two or more people contribute to a deal and the commission is divided among the contributors. In Salesforce Spiff, help managers view opportunity splits with a manager rollup filter.
