---
schema_version: "1"
id: 374aec2205ebbd9270ea6f4329e6db8f4512bb725ddd079703f67017b7f124ba
title: Configure Field Sets for the Salesforce Spiff Commission Estimator
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_estimator_field_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_estimator_field_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 55daf8d79b066cdf9691c49eea35fc8aac659f07ec3d900da4a021417ea722da
description: The Quote, Quote Line, Opportunity, and Opportunity Product objects in Salesforce Spiff include several Salesforce fields as well as custom fields. To avoid errors later on, add all custom fields that are used in Spiff to field sets. Then, configure the field sets as source field sets for the Salesforce Spiff Commission Estimator.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Configure Field Sets for the Salesforce Spiff Commission Estimator

The Quote, Quote Line, Opportunity, and Opportunity Product objects in Salesforce Spiff include several Salesforce fields as well as custom fields. To avoid errors later on, add all custom fields that are used in Spiff to field sets. Then, configure the field sets as source field sets for the Salesforce Spiff Commission Estimator.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65436e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">To view Spiff synced objects and fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Connectors: Edit</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">To edit Salesforce object field sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">(Salesforce) Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">To edit Salesforce custom settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65436e76 ">(Salesforce) Customize Application</td>

          </tr>
        </tbody>
      </table>

The only fields that you need to add to field sets are custom fields required for calculating commission on a quote or opportunity. You don't need to add standard fields to field sets, because Spiff already considers these fields.

## Retrieve a List of All Required Fields in Spiff

![Identify custom fields used in Spiff.](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_estimator_quotes_fields_used.png)

1. From the Admin menu, select **Connectors** (1).
2. Select **Synced Objects and Fields** (2).
3. Select the Quote, Quote Line, Opportunity, or Opportunity Product object (3), and check the Used in System column (4).
    
    If the Used in System column is true, the field is used in Spiff. Make a list of the fields that are used.
4. Repeat the previous step for other objects.

## Create Field Sets

![Add custom fields to the Quote field set.](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_estimator_quotes_field_set.png)

1. Log in to Salesforce as an admin.
2. From the Object Manager in Setup, select the Quote (`SBQQ__Quote__c`), Quote Line (`SBQQ__QuoteLine__c`), Opportunity, or Opportunity Product object.
3. Select **Field Sets** (1).
4. Click **New** and enter these details for the object.
    - For a Quote, specify a Field Set Label of Spiff Quote Commission Fields and Field Set Name of Spiff\_Quote\_Commission\_Fields.
    - For a Quote Line, specify a Field Set Label of Spiff QuoteLine Commission Fields and Field Set Name of Spiff\_QuoteLine\_Commission\_Fields.
    - For an Opportunity, specify a Field Set Label of Spiff Opportunity Commission Fields and Field Set Name of Spiff\_Opportunity\_Commission\_Fields.
    - For an Opportunity Product, specify a Field Set Label of Spiff Opportunity Line Commission Fields and Field Set Name of Spiff\_Opportunity\_Line\_Commission\_Fields.
5. Drag the custom fields you identified for the object into the field set (2), and save your changes (3).
6. Repeat these steps for the other objects.

## Configure Field Sets as Source Field Sets

![Source field sets in the Commission App Settings](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_estimator_commission_app_settings.png)

1. From Setup, in the Quick Find box, enter Custom Settings, and then select **Custom Settings**.
2. For Commission App Settings, click **Manage**.
3. Click **Edit** and enter these values.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d65436e377-option" id="d65436e381">Commission Fieldset API Name SBQQ Quote</th><td style="vertical-align:top;" headers="d65436e377-desc d65436e381">The API name of the Quote field set you created, <kbd>Spiff_Quote_Commission_Fields</kbd></td></tr><tr class=""><th style="vertical-align:top;" headers="d65436e377-option" id="d65436e392">Commission Fieldset API Name Quoteline</th><td style="vertical-align:top;" headers="d65436e377-desc d65436e392">The API name of the Quote Line field set you created, <kbd>Spiff_QuoteLine_Commission_Fields</kbd></td></tr><tr class=""><th style="vertical-align:top;" headers="d65436e377-option" id="d65436e403">Commission Fieldset API Name Opportunity</th><td style="vertical-align:top;" headers="d65436e377-desc d65436e403">The API name of the Opportunity field set you created, <kbd>Spiff_Opportunity_Commission_Fields</kbd></td></tr><tr class=""><th style="vertical-align:top;" headers="d65436e377-option" id="d65436e414">Commission Fieldset API Name OppLineItem</th><td style="vertical-align:top;" headers="d65436e377-desc d65436e414">The API name of the Opportunity Product field set you created, <kbd>Spiff_Opportunity_Line_Commission_Fields</kbd></td></tr></tbody></table>
4. Save your changes.

#### See Also

- [About Field Sets](https://help.salesforce.com/s/articleView?id=platform.fields_about_field_sets.htm&type=5&language=en_US)