Salesforce Docs Portal

Create a Marginal Payout Rule for an Accelerator

Create a simple line-by-line marginal payout rule based on a range table in Salesforce Spiff.

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 marginal payout rule for an accelerator:

A Spiff user role with these permissions turned on.

  • Designer Configuration: Manage
  • Designer Range Tables: Manage
  1. In Plans, create a folder for the marginal payout rule.
    We recommend that you save all the items related to this rule in a convenient, shared location.
  2. Create the range table according to your commission payout scenario.
  3. Create a data filter that determines which deals the calculation applies to, or use a prebuilt data filter, such as ClosedInPeriod.
  4. Create a datasheet in the same rule folder as the range table, specify an object and select the data filter you created, and add required fields.
  5. In the datasheet, add a calculated field that uses the mpercent() function to return the commission rate.
  6. In the datasheet, add columns for the accumulated ARR and the ARR amount before the deal closed, and turn on Accumulated in the right panel.
  7. Optionally, create an accumulated variable for the mpercent() function's initial_value argument.
  8. In the datasheet, add a Commission column that multiplies the calculated rate by the ARR.
  9. Add a payout rule to a plan. Name the rule and select the field for the commission amount.
  10. Calculate the statement.