Enable Opportunity Splits

After meeting prerequisites, enable opportunity splits in Setup.

1. In Setup, go to Opportunity Team Settings and enable Team Selling.
2. Next, use the Quick Find box to locate Opportunity Splits Settings.
3. To tailor opportunity splits to your business process, you can make these customizations.
   • Rename or deactivate the default revenue and overlay splits, which are based on the Opportunity Amount field.
   • Define another currency field for splits, and specify whether splits on that field must total 100%. To do so, click + Add a new split type.
4. Click Save.
5. Help users create splits faster by selecting Let users add members to opportunity teams while editing splits. Otherwise, owners must add coworkers to an opportunity team before adding them to a split.
6. Select the opportunity page layouts where you want to include the Opportunity Splits related list. You can also include the related list in page layouts that users have personalized.
7. To start splits enablement, click Save.
   We send an email with the status throughout the process, and notify you when splits are enabled.
8. After you enable splits, set up the Opportunity Splits component on your opportunity record page so your sales teams can view and work with opportunity splits and opportunity product splits. See Create and Configure Lightning Experience Record Pages in Salesforce Help.