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Add Custom Actions for the Salesforce Spiff Commission Estimator

Add a picklist value, Estimate Commission, in the Custom Action object so reps can trigger the Salesforce Spiff Commission Estimator. Then, create a custom action for adding the Salesforce Spiff commission estimation button to the Spiff_Commission_Page Visualforce page.

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 custom fields on a Salesforce object: (Salesforce) Customize Application
  1. Add the picklist value to the Custom Action object.
    1. From the Object Manager in Setup, select the Custom Action object.
    2. Select Fields & Relationships, and then select Label.
    3. Scroll to the Label Picklist Values section and click New.
    4. Add the value Estimate Commission and save your changes.
  2. Create the custom action.
    1. In Salesforce, go to the user menu and copy your org's domain name.
      Salesforce domain name in the user menu
    2. From the App Launcher, go to Custom Actions.
    3. In the Custom Actions page, click New and enter these values.
      • For Name, enter Spiff Commission Action.
      • For Display Order, enter 914.
      • For Type, select Button.
      • For Conditions Met, select All.
      • For Active, select True.
      • For URL Target, select Popup.
      • For URL, enter https://domain/apex/Spiff_Commission_Page?id={!SBQQ__Quote__c.Id} where domain is the domain name you copied.
      • For Page, select Quote Line Editor.
      • For Location, select Quote.
      • For Label, enter Estimate Commission.
      • Enter any description.

      If the Conditions Met field isn't available, add it to the Custom Actions page layout. See Page Layouts.

    4. Save your changes.

See Also