By default, the Salesforce Spiff Commission Estimator returns all opportunities except Closed Won Closed Lost opportunities. Customize the estimator to filter opportunities by other status values.
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 edit Salesforce custom settings: |
(Salesforce) Customize Application |
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Log in to Salesforce as an admin with the Spiff Commission Admin permission set.
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From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
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For Commission App Settings, click Manage.
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Click Edit.
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For Restrict Commission Fetch on Opportunity, enter the comma-separated opportunity stages that you want to exclude from the Spiff Commission Estimator return data.
The default values are Closed Won and Closed Lost.
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Save your changes.
