--- schema_version: "1" id: a564a490a9767dd754a797887bdeeaae876a83af00e096ec97227a1034ba9a20 title: Create a Clawback Rule in Salesforce Spiff collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_clawback.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_clawback.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 06252f956b6c402d73592823ff99b7f3cf9a48fa43fd39deee75347690c916a0 description: Track reclaimed commission payouts with a clawback rule in Salesforce Spiff. A clawback is when a company reclaims a commission previously paid to a rep. Typically, clawbacks occur when a deal is canceled or terminated after a commission is disbursed. In Spiff, a clawback is often represented as a negative entry in a data filter for opportunities or deals, with a reference to the original opportunity for accountability. products: - Sales Cloud - Sales Enablement release: "264" --- # Create a Clawback Rule in Salesforce Spiff Track reclaimed commission payouts with a clawback rule in Salesforce Spiff. A clawback is when a company reclaims a commission previously paid to a rep. Typically, clawbacks occur when a deal is canceled or terminated after a commission is disbursed. In Spiff, a clawback is often represented as a negative entry in a data filter for opportunities or deals, with a reference to the original opportunity for accountability. ### 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 clawback rule:

A Spiff user role with this permission turned on.

Designer Configuration: Manage
In this example, a rep closes a deal in June and receives a $500 commission payout. In August, the deal is canceled, but now the admin must reclaim the $500 commission that was paid. The reclaimed amount is the same amount that was paid, and the amount towards quota attainment isn't deducted from total attainment. 1. Create a data filter that identifies any cancellations for reclaiming commission paid. For example, create a one-to-one relationship, OpportunityToClawback, that matches the Opportunity object's Id field with the Clawback object's Opportunity\_Id field. See [Set Up a Data Relationship in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_relationship_create.htm&release=264.0.0&type=5 "To set up a relationship between two object data tables in Salesforce Spiff, select a field with a common value for both objects."). 2. Create a data filter, ClawbackInPeriod\_\_Opp, that identifies the clawback for the period. Using the `date_between?()` function, check whether the clawback occurred during a specific period. ``` date_between?(OpportunityToClawback.Clawback_Date,BeginningOfMonth,EndOfMonth) ``` ![Data filter for a clawback rule, using the date\_between?() function](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_clawback_date_between.png) 3. Create a data filter, ClawbackByRepInPeriod, that further filters the ClawbackInPeriod\_\_Opp results by rep. ``` ClawbackInPeriod__Opp AND ByRep ``` 4. In Designer, go to Plans and create a datasheet named ClawbackInPeriodData.
ObjectOpportunity
Data filterClawbackByRepInPeriod
FieldsAccount_Name__c, ARR__c, CloseDate, and Clawback_Date
5. Set up the attainment calculation. 1. With the `quotas()` function, reference the annual quota for the current year and the quota for the year in which the deal closed. If the clawback is from a previous year, reference that year's quota. If the clawback is from a deal that closed earlier in the current year, reference this year's quota. 2. Create a calculated field, ClawbackAmountInPeriod, for the clawback amount. This formula depends on other fields that you create next. ``` ClawbackAmountInPeriod = OppARR * CommissionRateClawback ``` 3. Define the CommissionRateClawback formula. This formula uses the `mpercent()` function to calculate the rate that was used when the deal closed. This formula requires a range table, SalesRepAcceleratorTable, with different payout tiers based on attainment. ``` =mpercent(YTDAttainmentAttributableToOppClawback, SalesRepAcceleratorTable, YTDAttainmentAsOfPriorOppClawback) ``` 4. Define the YTDAttainmentAttributableToOppClawback formula. Divide ARR by the quota field for the year when the deal closed. 5. Define the YTDAttainmentAsOfPriorOppClawback field . Subtract YTDAttainmentAsOfThisOppClawback from YTDAttainmentAttributableToOppClawback. 6. Define the YTDAttainmentAsOfThisOppClawback field. ``` =YTDQuotaRetirementAsOfThisOppClawback / QuotaInFiscalYearOfCloseDate ``` 7. Define the QuotaInFiscalYearOfCloseDate field by referencing the quota from the year that the deal closed. 8. Define the YTDQuotaRetirementAsOfThisOppClawback field with the `let()` function. The `let()` function assigns a temporary name to a given value and uses that value when evaluating the expression. For a clawback, the `let()` function can dynamically accumulate previous ARR values. Divide the historical ARR accumulation by the quota for the period. ``` =let(ThisOppCloseDate, CloseDate, let(ThisOppID, Id, sumif(ClosedWonByRepNewAllTime, year(CloseDate) = year(ThisOppCloseDate) AND CloseDate <= ThisOppCloseDate AND if(CloseDate = ThisOppCloseDate, Id <= ThisOppID, TRUE), ARR__c))) ``` 6. Add the ClawbackAmountInPeriod field as a payout rule. #### See Also - [Accelerators in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_accelerator.htm&release=264.0.0&type=5 "An accelerator in Salesforce Spiff helps your sales team amplify their earnings when they achieve outstanding results. Spiff provides multiple options for implementing accelerator rates in your commission plans.") - [Data Relationships in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_relationship.htm&release=264.0.0&type=5 "Salesforce Spiff organizes data used for calculating commissions in multiple separate tables. To calculate commission logic correctly or create data filters, establish relationships between tables. A relationship requires a field in each table with a common value. For example, to connect Deals with Accounts, the values of the Deals table's CustomerAccount field match the values of the Accounts table's external_id field.") - [mpercent](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_mpercent.htm&release=264.0.0&type=5 "Returns the commission rate for a deal in Salesforce Spiff, based on a range table and the rep's current attainment. To return a commission total amount instead, use the mamount() function.") - [quotas](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_quotas.htm&release=264.0.0&type=5 "Returns a list of quota values from a quota table in Salesforce Spiff. The quota values are for a specific user in a specific time period.")