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Create a Tier Payout Rule for an Accelerator

Create a simple line-by-line tier 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 tier 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 tier 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. Create a worksheet.
    1. Add a field that uses the sum() function to sum calculations or synced fields.
    2. Update the field name and the display name.
    3. Set the field format to Currency.
  6. In the datasheet, add a calculated field that uses the tier_payout() function to look up the commission rate. Specify these values for the function's arguments.
    Tip
    Tip If you don’t need a deal-by-deal calculation, create a worksheet calculation instead. You can then add a metric card to the rep statement and show the earned rate.
    lookup_value The total ARR calculated in the worksheet.
    table The range table you created.
    tiebreak_below Optional. See tier_payout.
    return_column Optional. See tier_payout.
  7. In the datasheet, add a Commission column that multiplies the calculated rate by the ARR.
  8. Add a payout rule to a plan. Name the rule and select the field for the commission amount.
  9. Calculate the statement.

See Also