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            Create a Rollup Filter of Team Members

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            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.

            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 rollup filter:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. In Designer, click Data and then Filters.
            2. Click the three dots next to the Users object and select New Rollup Filter.
            3. Select how you want to credit the rollup and click Next.
            4. Save your changes.
            5. Select a time period.

            The rollup filter provides a dynamic list of team members for all team leads, and you can reference this list in a datasheet for calculations and plan components.

            The rollup filter in a datasheet
             
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