You are here:
Customize Opportunity Split Types
Revenue and overlay splits are supported on currency fields and summary fields that rollup to a currency field on opportunities by default. To reflect reps’ quotas and optimize support for sales operations, create up to six custom opportunity split types. Specify whether each custom type must always total 100%.
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with the Sales |
| User Permissions Needed | |
|---|---|
| To create custom split types for opportunities: | Customize Application AND Modify All Data |
Split on Opportunity Amount is the default currency field. You can create opportunity splits for any other standard currency field, roll-up summary fields, or custom currency fields, but not formula currency fields.
- In Setup, use the Quick Find box to find Opportunity Splits Settings.
- Click Edit Split Types.
- Click + Add a new split type and define the settings.
- Save your changes.
Custom opportunity split types are enabled through a background process. You’re notified by email when the process is finished. We recommend asking your users not to edit opportunity splits in the meantime.
