The calculations for a payout rule come from a datasheet or worksheet, depending on the requirements of the rule.
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 a payout rule: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
In a datasheet, you can select a data filter and create line-by-line calculations. Create datasheets at the top level or within a plan or folder. To create a datasheet within a specific location, click the three dots on the left panel and select New Datasheet.
- From a commission plan in Designer, click Payout Amount on the payout rule.
- Review and select the corresponding datasheet or worksheet and the payout amount calculation.