Use the Salesforce Spiff Commission Estimator managed package in apps for quotes and opportunities. Create real-time calculations for estimating any rep’s potential commission and quota attainment as they create and modify quotes or opportunities in Salesforce.
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 |
- How the Salesforce Spiff Commission Estimator Produces Estimates
The Salesforce Spiff Commission Estimator sends data between Salesforce and Spiff. Understanding the overall communication process can help you set up and troubleshoot the integration between these systems. - Considerations for Setting Up the Salesforce Spiff Commission Estimator
Setting up the Salesforce Spiff Commission Estimator for quotes and opportunities includes several configuration steps and decisions. Before you get started, review some important considerations. - Set Up the Salesforce Spiff Commission Estimator
To get started with the Salesforce Spiff Commission Estimator for quotes or opportunities, install the managed package and assign permissions. Additional setup steps are required depending on whether you're configuring the estimator for quotes or opportunities. - Finish Setting Up the Salesforce Spiff Comission Estimator for Quotes
If you plan to use the Salesforce Spiff Commission Estimator with quotes, complete some additional setup steps. - Finish Setting Up the Salesforce Spiff Commission Estimator for Opportunities
If you plan to use the Salesforce Spiff Commission Estimator with opportunities, complete some additional setup steps. - Test the Salesforce Spiff Commission Estimator Configuration
After you complete all the setup steps, test the Salesforce Spiff Commission Estimator with data in Salesforce and Spiff. - Considerations for Supporting Salesforce Spiff Commission Estimator Users
After you set up the Salesforce Spiff Commission Estimator, review issues or questions that can occur as users begin estimating commissions. - Generate Estimates with the Salesforce Spiff Commission Estimator
If you're a rep and your admin has set up the Salesforce Spiff Commission Estimator, view your estimated commission amounts on a quote or opporunity. Your admin can restrict which opportunities are eligible for commission estimates. By default, Closed Won and Closed Lost opportunities aren't eligible.