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            Sum Team Totals for All Managers in Salesforce Spiff

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            Sum Team Totals for All Managers in Salesforce Spiff

            Build a calculation that sums team totals for all managers and displays the sum on the manager’s statement.

            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 data filters and worksheet calculations:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. Create an AllUsers data filter on the User object.
              Creating a data filter on the User object
            2. Create a calculation on the User object that returns one team for each team lead. 
              TeamObjectsByUser = choose(1, direct_manager_of(id))
            3. Create a calculation on the User object that returns a string of userIds on a leads team. 
              UsersInTeamByLead = iferror(concat([transform_list(users_in_team(TeamObjectsByUser), Id)]), "N/A")
            4. Create a worksheet calculation on users that sums an amount by team. 
              SumTeamAmount = sumif(YourDealLevelDataFilter, contains(UsersInTeamByLead, OwnerId), ARR)
            5. Create a worksheet calculation that returns a list of only team lead IDs. 
              TeamLeadIds = transform_list(filter(AllUsers, UsersInTeamByLead != "N/A"), Id)
            6. Create a users data filter that returns only team leads. 
              TeamLeadsDataFilter = contains(TeamLeadIds, Id)
            7. Create a payout rule with a datasheet by using the team leads data filter.
              Statement showing a team's totals
             
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