Loading
Sales Performance Management
Índice
Filtros (0)Adicionar
Selecionar filtros

          Sem resultados
          Sem resultados
          Aqui estão algumas dicas de pesquisa

          Verifique a grafia das palavras-chave.
          Tente utilizar termos mais genéricos.
          Selecione menos filtros para ampliar sua pesquisa.

            Pesquisar em toda a Ajuda do Salesforce
            Pesquisar em toda a Ajuda do Salesforce
            Freeze and Resize Columns on Payout Rule Tables

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Freeze and Resize Columns on Payout Rule Tables

            Set the default column layout for payout rule tables on statements. Freeze columns to keep them visible while reps scroll, and set column widths to match the data in each column. Layout changes apply to all reps on the same plan.

            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 set the default column layout for a payout rule table:

            A Spiff user role with this permission turned on.

            Statements: Edit

            Reps can also adjust column widths and freezing during their own session, but their changes aren't saved. When reps return to the statement, the layout reverts to the admin-configured default.

            1. From a rep's statement, click Edit.
            2. Expand a payout rule.
            3. To freeze a column, click the three dots in the column header and select Freeze up to this column.
              To unfreeze columns, click the three dots in the column header and select Unfreeze column.
            4. To resize a column, drag the right edge of the column header to the width you want.
            5. Click Done Editing.
              Your column layout changes are saved as the default for all reps on the plan.
             
            Carregando
            Salesforce Help | Article