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.
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
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When there's an Effective As Of date set for a rule, the rule doesn’t show up on a statement until that date. When there’s an Effective Until date set for a rule, the rule no longer shows up on a statement after that date. We recommend that you set effective dates at the beginning or end of statement periods.
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In Designer, under Plans, click the plan where you want to add effective dates.
The rules assigned to the plan appear in the Payout Rule Name column.
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Enter the Effective As Of and Effective Until dates.
The rules that use effective dates appear on statements when the corresponding month is selected.
