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          Administer Opportunity Splits and Opportunity Product Splits

          Administer Opportunity Splits and Opportunity Product Splits

          Make it easy for your sales reps to collaborate and share opportunity revenue by enabling opportunity splits and opportunity product splits and customizing them for your business processes.

          • Set Up Opportunity Splits and Opportunity Product Splits
            Prepare to enable opportunity splits by meeting prerequisites. After enabling splits, you can create custom split types to optimize splits for your sales processes. You can also set up opportunity product splits for your opportunity split types.
          • Add Opportunity Product Splits
            To give team members credit for products they support in closing deals, add opportunity product splits to opportunity split types.
          • Deactivate or Delete Opportunity Split Types
            Deactivating a split type removes it from the Salesforce interface while saving the underlying data, so that you can reactivate it later. You can have a maximum of eight active split types. If your users need another split type, you can deactivate a split type to reallocate one. Deleting a split type permanently removes all related data, reducing your storage needs.
          • Disable Opportunity Splits
            If you’re not using opportunity splits and you don’t want to retain the data, you can disable the feature.
           
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