---
schema_version: "1"
id: 620d460ab2572f267843a53d6c467bfdce33bd048c0c955fa35c56011d781ac3
title: Create a Manager Rollup Filter for Opportunity Splits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_rollup_opportunity_splits.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_rollup_opportunity_splits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 028b061acdf91f7de0c2f203ac9af715fb5015d5622fe6656fd1760a6bcd1a49
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Manager Rollup Filter for Opportunity Splits

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66608e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66608e76 ">To create a rollup filter:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66608e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
            </td>

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1. Create a relationship from Opportunity Product to Opportunity Split.
    
    See [Set Up a Data Relationship in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_relationship_create.htm&release=264.0.0&type=5 "To set up a relationship between two object data tables in Salesforce Spiff, select a field with a common value for both objects.").
2. On Opportunity Product, create a calculated field, named CommissionSplitPercentTeam, that uses this formula.
    
    ```
    =sumif(OpportunityProductToOpportunitySplits, SplitTypeId = "18-digit ID" AND IsInTeamOnClose, OppSplitPercent)
    ```
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png)
    
    Tip We recommend that you turn off trace at this level.
3. On Opportunity Split, create a calculated field, named IsInTeamOnClose, that uses this formula.
    
    ```
    =contains(CombinedTeamMembers_Split, SplitOwnerId)
    ```
4. On Opportunity Split, create another calculated field, named CombinedTeamMembers\_Split, that uses this formula.
    
    ```
    if(ManagerTeamCount_Split = 3, combine(combine(ManagerTeam1Members_Split, ManagerTeam2Members_Split),ManagerTeam3Members_Split),                        if(ManagerTeamCount_Split = 2, combine(ManagerTeam1Members_Split, ManagerTeam2Members_Split), ManagerTeam1Members_Split))
    ```
5. On Opportunity Split, create another calculated field, named ManagerTeam1Members\_Split, that uses this formula.
    
    ```
    transform_list(users_in_team(choose(1, manager_of(OppSplitCloseDate, OppSplitCloseDate))), Id)
    ```
6. Repeat the previous step for each potential team, and make sure to update the numbers in each formula.
7. Multiply CommissionSplitPercentTeam by the amount field. Apply the solution to a datasheet for the Opportunity Product object and the appropriate data filter for commissioned records.
    
    ![Trace view of an opportunity split rollup filter](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_rollup_opportunity_split.png)

#### See Also

- [contains](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_contains.htm&release=264.0.0&type=5 "Checks whether a string or list includes a specified value in Salesforce Spiff. This function returns true or false.")
- [sumif](https://help.salesforce.com/s/articleView?id=sales.spiff_function_ref_sumif.htm&release=264.0.0&type=5 "Calculates a total value from a list of numbers in Salesforce Spiff, but only for records that satisfy a specified condition.")