Add Opportunity Product Splits

To give team members credit for products they support in closing deals, add opportunity product splits to opportunity split types.

Available in: Lightning Experience

Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with the Sales

User Permissions Needed
To create or edit splits for opportunity team members:	Edit on opportunities AND Owner of opportunity record or above the owner in the role hierarchy

User Permissions Needed

To create or edit splits for opportunity team members:

Edit on opportunities

AND

Owner of opportunity record or above the owner in the role hierarchy

Before adding opportunity product splits, make sure to enable opportunity splits.

In Setup, on the Opportunity Splits page, under Split Types Setup, click Edit Split Types.
In the opportunity split type to which you want to enable product splits, select Include Product Split and then Save.

Important Opportunity product splits must be based on one of the following field combinations. Make sure field-level security is off for the fields you choose.
- The Total Price field on Opportunity Line Item that rolls up to the Opportunity Amount field
- A custom currency field on Opportunity Line Item that rolls up to a custom rollup summary field on Opportunity
After the confirmation message appears, click Save.
Show product splits on your opportunity record page so that your sales reps can view and work with them. To add the Opportunity Splits component to your opportunity record page, see Create and Configure Lightning Experience Record Pages.

When you launch the Edit Product Splits page, a 100% split is created for each product on the opportunity for all 100% validated split types.

Product Area