In Salesforce Spiff, payout rules are formulas, calculations, and tables that make your plans run. Payout rules appear on commission plans.
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 |
- Create a Payout Rule
From Salesforce Spiff Designer, create a payout rule for a commission plan. - Assign a Payout Amount to a Payout Rule
The calculations for a payout rule come from a datasheet or worksheet, depending on the requirements of the rule. - Create a Payout Rule from a Payout Amount Field
Create a payout rule from a datasheet or worksheet field, which automatically assigns that field as the payout amount simultaneously. - Considerations for Using Payout Rules in Multiple Plans
You can use the same payout rule in multiple plans in Salesforce Spiff Designer. - Set Effective Dates for Payout Rules
Just like you can set effective dates for a rep on a plan or team, you can set effective dates for a payout rule on a plan. Effective dates determine when a payout rule appears and calculates commission on rep statements. - Lists and Arrays in Payout Rule Design
When creating a payout rule, sometimes you need a function that returns a list or array instead of a single data point. These list or array functions are typically used within other functions to create a formula that calculates a single final output. - Include Lists and Arrays in Payout Rules
You can use list and array functions when creating payout rules in many scenarios.