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Sales Performance Management
Create a Payout Rule from a Payout Amount Field

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Create a Payout Rule from a Payout Amount Field

Create a payout rule from a datasheet or worksheet field, which automatically assigns that field as the payout amount simultaneously.

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 create a payout rule:

A Spiff user role with this permission turned on.

Designer Configuration: Manage
  1. From a datasheet or worksheet, select the field you want to use as the payout amount for your new payout rule.
  2. In the right panel, click Create Payout Rule.
  3. Name the payout rule, select the plan it belongs to, and set other options as needed.
  4. Click Create.

The new rule appears in the payout rules of the assigned plan.

 
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