Use the Salesforce Spiff Commission Estimator managed package in apps for quotes and opportunities. Create real-time calculations for estimating any rep’s potential commission and quota attainment as they create and modify quotes or opportunities in Salesforce.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience
Available in: Enterprise, Unlimited, and Developer
Editions
Available for an additional cost in: Professional Edition with Web
Services API Enabled
How the Salesforce Spiff Commission Estimator Produces Estimates The Salesforce Spiff Commission Estimator sends data between Salesforce and Spiff. Understanding the overall communication process can help you set up and troubleshoot the integration between these systems.
Set Up the Salesforce Spiff Commission Estimator To get started with the Salesforce Spiff Commission Estimator for quotes or opportunities, install the managed package and assign permissions. Additional setup steps are required depending on whether you're configuring the estimator for quotes or opportunities.
Generate Estimates with the Salesforce Spiff Commission Estimator If you're a rep and your admin has set up the Salesforce Spiff Commission Estimator, view your estimated commission amounts on a quote or opporunity. Your admin can restrict which opportunities are eligible for commission estimates. By default, Closed Won and Closed Lost opportunities aren't eligible.
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