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Sales Basics
Share Revenue by Using Opportunity Splits and Opportunity Product Splits

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Share Revenue by Using Opportunity Splits and Opportunity Product Splits

Share revenue from opportunities and give team members credit for helping to close deals. Team members can roll their individual sales credits into quota and pipeline reports for the entire team.

Opportunity Splits are available in: Lightning Experience and Salesforce Classic
Opportunity Product Splits are available in Lightning Experience
Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with 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

You can add opportunity splits on the Opportunity Splits related list. Or, you can add both opportunity splits and product splits on the Opportunity Splits tab on an opportunity record.

Important
Important If you don’t see the Opportunity Splits related list, ask your Salesforce admin to enable opportunity splits. If you don’t see the Opportunity Splits tab on the opportunity record, ask your admin to add the Opportunity Splits component to the opportunity record page.

Add Opportunity Splits in the Opportunity Splits Related List

Credit team members who are directly responsible for opportunity revenue using opportunity splits. Revenue splits and other split types that your admin creates that total 100% of the opportunity amount. The owner is assigned 100% by default.

  1. In the Opportunity Splits related list on an opportunity, click Edit Opportunity Splits.
  2. Complete the fields.
  3. Save your changes.
Opportunity Splits related list, where users can edit opportunity splits

Add Opportunity Splits and Opportunity Product Splits in the Opportunity Splits Tab

Credit supporting team members using opportunity product splits. Product splits can total any percentage of the product amount, including percentages over 100% if defined by your Salesforce admin.

  1. In the Opportunity Splits tab on an opportunity, click Edit Opportunity Splits or Edit Product Splits.
  2. Complete the fields.
  3. Save your changes.
Opportunity Splits tab on opportunity record, where users can edit opportunity and product splits
Important
Important If you can’t add team members while editing splits, add them in the Opportunity Team related list on the opportunity. To request the option to add members while editing splits, ask your admin.
 
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