--- schema_version: "1" id: 9e05a1deb67ee278771566cffc73873ed0c66798bf80c69860c2b03e60a3db53 title: Rollup Filters in Salesforce Spiff collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rollup.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rollup.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 16d10f5f2f75d19738ad267362cd377f7e6d33a82967f249e8f15d362d423f04 description: Give credit for closed deals to users who don't own the deal in Salesforce Spiff. For example, let managers receive credit for the deals closed by their team members. Or, a user on one team gets credit deals closed by another team. In Spiff, implement a rollup with a guided rollup, plan assignment custom field, or team function. products: - Sales Cloud - Sales Enablement release: "264" --- # Rollup Filters in Salesforce Spiff Give credit for closed deals to users who don't own the deal in Salesforce Spiff. For example, let managers receive credit for the deals closed by their team members. Or, a user on one team gets credit deals closed by another team. In Spiff, implement a rollup with a guided rollup, plan assignment custom field, or team function. ### 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
## Guided Rollups We recommend guided rollups, where you can create a team-based data filter for records owned by team members. The filters respect any team assignment effective dates. For example, if a rep is on the team in January but leaves at the end of the month, the rep's deals don’t appear in the filter for February. Create guided rollups in three ways. - By team lead, where dynamic filters give team leads credit for their team members. If a user doesn't belong to a team, this rollup doesn't return any records. - Global or static rollup or shared rollup, where a rollup returns the same records regardless of context. For example, all users on a plan that have a shared rollup see the same records. - By user, where you specify the teams for which specific users receive credit, and the results vary by user. For example, the same rollup returns results for Rep A on Team A as Rep B on Team B. ## Plan Assignment Fields If a guided rollup doesn't work for your requirements, you can make rollup fields available in the plan assignment table by turning on the Roll-Ups setting. To identify which teams a user receives credit for, add rollup fields to a user's plan assignment. This approach can use plan assignment dates to change rollup teams. And, this approach can give a user credit for a team they aren’t a manager or member of, because the team is manually specified on the plan assignment page. ## Team Functions If neither a guided rollup nor a plan assignment field work for your requirements, you can implement a rollup with team-related functions. The logic is similar to the plan assignment field approach, but the way that you select or reference the team object is different. - Functions such as `manager_of()` and `direct_manager_of()` return teams for team leads. - Functions such as `member_of()` and `direct_member_of()` return teams that a user is a member of. - The `users_in_team()` function converts the team object into a list of users. To specify certain periods, add date arguments. This function accepts only one team object at a time. - The `transform_list()` function converts a list of users from the `users_in_team()` into a list of IDs or names. ``` =(transform_list(users_in_team(TeamObject), Id)) ``` - **[Create a Rollup Filter of Team Members](https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_team_members.htm&release=264.0.0&type=5)** With a rollup filter of users that belong to the same team in Salesforce Spiff, you can calculate the number of team members when a plan component requires splitting an element equally across the team members. Or, check how many team members achieve quota for a component of a manager plan. - **[Create a Rollup Filter of Team Deals](https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_team_deals.htm&release=264.0.0&type=5)** Manager commission plans in Salesforce Spiff often include rollups for business metrics such as revenue, gross profit, and number of deals closed. A manager can receive commission on the sum of the revenue closed by the team. Some companies refer to this kind of rollup as an override plan, where a manager receives an override on the performance of their team. - **[Create a Manager Rollup Filter for Opportunity Splits](https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_opportunity_splits.htm&release=264.0.0&type=5)** Opportunity splits occur when two or more people contribute to a deal and the commission is divided among the contributors. In Salesforce Spiff, help managers view opportunity splits with a manager rollup filter. #### See Also - [Team Management in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_teams_management.htm&release=264.0.0&type=5 "Teams are an important component of commission plans. Sometimes team members receive commissions based on the entire team's performance, and managers receive commissions based on a team's performance, or even multiple teams. You can assign members to a team for a limited period by defining the start and end dates for the assignment. Teams can also be assigned team leads who can view the team members’ statements. When creating a variable for multiple plans, you can use custom fields in numerous plans and customize the value uniquely for each team.") - [Team and User Objects in Salesforce Spiff Functions](https://help.salesforce.com/s/articleView?id=sales.spiff_functions_team.htm&release=264.0.0&type=5 "Reference teams and teams in some Salesforce Spiff functions.")