Considerations for Enabling Opportunity Splits | Salesforce
Considerations for Enabling Opportunity Splits
Before you enable Opportunity Splits, consider these key points.
Available in: Salesforce Classic
Available in: Performance and Developer Editions
Available in: Enterprise and Unlimited Editions with the Sales Cloud
You must enable team selling before you can enable Opportunity Splits.
Enabling Opportunity Splits changes the opportunity records in your Salesforce org. Here’s what happens.
A script temporarily disables triggers, workflows, and validation rules for opportunity team records, mass reassignment of opportunity team members, and mass transfer of accounts and opportunities.
The opportunity owner is included on each opportunity team. Because the Opportunity Owner role is essential for splits, you can’t remove it.
If you enable split types that total 100%, new opportunity split records include a default entry for the owner. This owner initially receives 100% of the split amount. (These additional records require more data storage. To see how this extra storage requirement affects your Salesforce org, search for “Monitoring Storage Resources” in the Salesforce Help.)
You can have up to five split types, including inactive split types. To rename, temporarily deactivate, or permanently delete split types, return to the Opportunity Splits setup page, and then click Edit Split Types. Deleting split types deletes splits data. You can’t delete the default split types.
If Let users add members to opportunity teams while editing splits isn’t selected, users must be added to an opportunity team before they can be added to an opportunity split.
Enabling Opportunity Splits starts a process that sets up splits on every opportunity in your Salesforce org. Depending on the number of opportunity records, this process can take hours. You can still work with Salesforce while the process is ongoing. Automated email notifications keep you up-to-date on the script’s status. Consider running the process overnight.
If your Salesforce org has inactive currencies that have been active in the past, you probably have opportunity records that use those currencies. Those records are part of the split enablement process, but the currency’s inactive status causes the process to fail. To help prevent a failure, or fix a failure that occurs:
Make the inactive currency active during the splits enablement. (You can make it inactive again after the process is finished.)
Delete the opportunities with the inactive currency. This solution works best when your Salesforce org has only a few opportunities with an inactive currency and you don’t need them for reporting or historical purposes.
Similar to inactive currencies, if your Salesforce org has inactive users that worked with opportunities, you probably have opportunity records still owned by those users. The split enablement process accesses those records, but the users' inactive status causes the process to fail. To help prevent a failure, or fix a failure that occurs:
Make the inactive users active during the splits enablement. (You can make them inactive again after the process is finished.)
Delete all opportunities owned by inactive users. This solution works best when your Salesforce org has only a few opportunities owned by inactive users and you don’t need them for reporting or historical purposes.
Mass operations in progress
If you’re running a mass operation, such as Mass Transfer or Mass Reassign Team Member, enabling Opportunity Splits at the same time can cause the enablement to fail. Make sure that all mass operations are finished before you start to enable Opportunity Splits.