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            Generate a Commission Estimate for a Quote in Salesforce CPQ

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            Generate a Commission Estimate for a Quote in Salesforce CPQ

            Generate a commission estimate directly from a quote record in Salesforce CPQ. You can access the Commission Estimator app if your Salesforce admin has installed the Spiff Commission Estimator managed package and assigned you the Commission Estimator User or Commission Estimator Admin permission set.

            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
            User Permissions Needed
            To generate a commission for a quote: (Salesforce) Commission Estimator User or Commission Estimator Admin permission set
            1. Select a quote that you want to estimate a commission for.
              • Create a quote directly from an opportunity in Salesforce CPQ.
              • Create a standalone quote from the Quotes tab.
              • Select a quote from the list.

              The Commission Estimator app opens in the quote's right panel.

              The Commission Estimator app on a quote
            2. Add quote lines.
              1. In the quote record, click Edit Lines.
              2. Select the quote lines from the product categories that apply to the quote, and then click Select.
                Select the quote lines to add to the commission estimate.
              3. In the quote line editor, make any additional edits to the quote lines, including quantities, discounts, and subscription term.
              4. Click Quick Save.
            3. To generate the commission estimate for the quote, click Estimate Commission. If a Quick Save reminder is displayed, click Continue.
            Commission estimate for a quote

            Access the Commission Estimator at any time from the Quote page.

            Access the commission estimate from a quote.

            See Also

             
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