Create a payout rule from a datasheet or worksheet field, which automatically assigns that field as the payout amount simultaneously.
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 a payout rule: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
- From a datasheet or worksheet, select the field you want to use as the payout amount for your new payout rule.
- In the right panel, click Create Payout Rule.
- Name the payout rule, select the plan it belongs to, and set other options as needed.
- Click Create.
The new rule appears in the payout rules of the assigned plan.